Forms - Estate Account Forms
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• Estate Account Forms
  Application must contain standard information for personal representative. Letter of Testamentary must be dated within the last 90 days.
  • NFS New Account Application
  • Investor Disclosure Checklist (Form #203)
  • Privacy Policy Statement (Form #204)
  • Customer Receipt Form (Form #221)
  • OFAC Search Link
  • Death Certificate (From State)
  • Affidavit of Domicile
  • Letters of Testamentary (From State)
  • Customer Awareness Form (Form #223)
  • Business Continuity Plan Disclosure  (Form #238)