Operations Forms

Operations

• Account Maintenance Request (Address Change, Interested Party, Misc. request-fax accepted)
• Account Service Cashier Request (Journal, Check Instructions, Wires, ACH/EFT, Register/Ship-fax accepted)
• AFSIA Supplemental Agreement (Account Updates-fax accepted)
• Legal Name Change Request
• IRA Distribution Form (Fax accepted)
• RMD Distribution Form (Fax accepted)
• Beneficiary Distribution Form (Fax accepted)
• Limited Trading Authorization
• Power of Attorney (Include copy of legal Power of Attorney)
• Beneficiary Change Form
• W-9 (Fax accepted)
• Trade Ticket (Fax to AFSIA for trades called in to EBT, Bond Desk, or Options Desk)