Get Edward Jones Tru-7881a-a 2014-2025

The Edward Jones TRU-7881A-A form is essential for managing agency accounts with Edward Jones Trust Company. This guide provides clear and supportive instructions for completing the form online, ensuring you have a smooth and efficient experience.

Follow the steps to complete the form accurately and effortlessly.

1. Click the ‘Get Form’ button to obtain the document; this will allow you to access the form in your preferred online editor.
2. Begin by entering the account holder information in the designated fields. You will need to provide the full account holder name or names, address, city, state, ZIP code, and an optional email address.
3. Next, review the account authorization section and ensure you understand the terms of the Edward Jones Trust Company Managing Agency Account Agreement. You must indicate your acknowledgment by providing the required signatures.
4. For joint accounts, all owners must complete this form. Each joint owner should select their form of ownership from the options provided and sign accordingly. If you have any questions regarding the appropriate form of ownership, consult with your attorney.
5. Fill out the W-9 certification section by providing your correct Taxpayer Identification Number and certifying that you are not subject to backup withholding. If applicable, ensure to complete the FATCA codes section.
6. Finally, review all entered information for accuracy, then sign and date the form as the account holder(s). You may also need to provide personal details such as Social Security Number and date of birth.
7. Once completed, save your changes, download the document, and print it if necessary, or choose to share the form as required.

Complete your Edward Jones TRU-7881A-A form online today for seamless account management.