Get Limited Liability Partnership Certification - Scottrade

Filling out the Limited Liability Partnership Certification is a crucial step for establishing your partnership with Scottrade. This guide provides clear, step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the Limited Liability Partnership Certification.

1. Click ‘Get Form’ button to access the Limited Liability Partnership Certification form and open it in your preferred document editor.
2. In the Partnership Information section, enter the name of your Limited Liability Partnership as well as the state where it is organized. Select the correct type of partnership: Limited Liability Partnership (LLP) or Limited Liability Limited Partnership (LLLP).
3. List all General Partners of the Partnership in the designated fields. If applicable, indicate any Designated General Partners by selecting the Trading Partner box next to their names.
4. In the certification section, ensure the Designated General Partner signs the document. It is essential to affirm that they are authorized to execute this certification on behalf of the Partnership.
5. Review all the representations made regarding the Partnership’s ability to manage a brokerage account with Scottrade. Check all explanations regarding Organizational Documents and Trading General Partner authority.
6. Obtain the signatures of all General Partners in the provided signature lines. Ensure dates are added next to each signature for proper documentation.
7. After completing the form, you can save your changes, download a copy for your records, print the document, or share it as necessary for compliance and further actions.

Complete your Limited Liability Partnership Certification online today and streamline your partnership process with Scottrade.