Get For Use For Account Transfers From Non-us Brokers And Banks

Filling out the For Use For Account Transfers From Non-US Brokers And Banks form is essential for transferring your assets smoothly to Interactive Brokers. This guide provides step-by-step instructions to assist users in completing the form correctly and efficiently.

Follow the steps to complete the transfer form accurately.

1. Click the ‘Get Form’ button to access the transfer form and open it for editing.
2. Begin by providing your Interactive Brokers account information. Fill in your Interactive Brokers account number, account title, and account type (e.g., single, joint, corporate, trust).
3. If you are a US resident, complete the section for the social security number or tax ID number associated with your account.
4. Next, enter the details of the bank or broker currently holding your account, including the name, address, city, state, and country.
5. Provide the name and email address of the contact person at your current bank or broker, along with the account owner name(s) and the number for the account being transferred.
6. List the assets that you wish to transfer by including the symbol and description of each asset. If additional space is needed, attach a supplementary document.
7. After filling in the asset information, carefully review the transfer instructions, ensuring accuracy.
8. Proceed to the signatures section. Sign and date the document. If this is a joint account, the additional account holder must also sign and date.
9. Forward a copy of the completed form, along with any attached instructions, to your current broker and send another copy to Interactive Brokers.
10. Finally, you can save the changes made to the form, download it, print a copy for your records, or share it as needed.

Start completing your account transfer documents online today to ensure a seamless transition of your assets.