Get Ecm New Account Form-part 1.doc

Filling out the ECM New Account Form-Part 1.doc online is a straightforward process designed to help you easily provide your necessary information. This guide will walk you through each section of the form, ensuring you understand what is required.

Follow the steps to complete your new account form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin with the first section for the primary account holder or trustee. Fill in your name, home address, and contact numbers, including home phone, mobile phone, and fax if applicable. Don't forget to provide your email, date of birth, social security number, and driver's license information, including the state it was issued in and expiration date.
3. Next, enter your employer's information, including the name of the employer, your occupation and title, the employer address, and work contact numbers. This section is crucial as it gives insight into your professional background.
4. Move on to the joint account holder or co-trustee section if applicable. Repeat the same information requirements for their details, ensuring all fields are completed accurately.
5. Indicate your marital status and the number of dependents you have, as well as your annual income. This data is used for understanding your financial context.
6. Next, provide your preferences for e-statements and e-confirms. Decide where you would like the Edgemoor statements and correspondence to be sent—home or work.
7. Detail any alliances with security firms or public companies, as required by the respective fields.
8. In the investment policy statement section, indicate your investment objectives, goals, and any portfolio restrictions that may apply to your account.
9. Complete the additional information section for IRAs only, providing details for primary and contingent beneficiaries. This includes their name, address, date of birth, relationship, social security number, and share percentage.
10. At the conclusion of the form, review all the information entered to ensure accuracy. Once reviewed, you can save changes, download, print, or share the completed form as necessary.

Start filling out your ECM New Account Form online today to ensure a smooth account setup process.