Get 2-optionslink. Activation Formtxt-formatted-chs-1.doc

This guide provides comprehensive instructions for successfully completing the 2-OptionsLink Activation Form online. By following these steps, you can efficiently fill out the required information to activate your OptionsLink services.

Follow the steps to complete your activation form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your editor of choice.
2. Begin entering your personal information in the designated fields. Include your full name, date of birth, employee ID, and residence address. Ensure your address is not a P.O. box.
3. Provide your U.S. Social Security or Taxpayer ID number if applicable, along with your email address and home phone number. If your mailing address differs from your residence, include that as well.
4. Indicate your country of citizenship and provide details about your employer, including your occupation. If self-employed, describe your occupation clearly.
5. Select your account registration type from the given options such as Individual, Joint-rights of survivorship, and Community property, depending on your situation.
6. In the investment objectives section, select your goals like capital preservation, income, growth, or speculation. Also, provide your annual income and total net worth by selecting the appropriate ranges.
7. Decide whether you wish to set up an exercise password for added security when exercising your stock options. Indicate your choice.
8. If applicable, fill out the information for any co-account holder, including their name, birth date, employee ID, and employer details. Comply with the specified requirements for brokers or dealers.
9. Indicate your preferences for electronic document delivery. Select any types of documents you wish to receive electronically and provide the necessary email address.
10. Finally, review and sign the agreement to activate your OptionsLink services. Make sure to sign and date the form accurately.
11. After completing all fields, save your changes, and choose to download, print, or share the form as needed.

Complete your documents online today to activate your OptionsLink services efficiently.