Download Forms and Information
|
To open an account, simply follow these easy steps:
1. Start by downloading the account application below. USA residents will also need to download a W-9 form.
2. After filling out the forms, fax them to 866.467.3004 or email them to New Accounts.
If you do not have a will, you might also consider submitting the Beneficiary Designation Form along with your account application.
3. A direct deposit form is also available if you would like funds to be deposited directly into your bank account.
4. Once we have received your application and all related forms, we'll send you a Debt Investment Agreement for you to sign and return to us with your enclosed funds.
5. You may send your funds via check, cashier's check, or bank wire. If you choose to wire the funds, please indicate your preference with your application so we can email you the wiring instructions.
6. An Account Manager will provide you with a FedEx label in which to return your documents and funds, allowing easy tracking of the shipment.
|
New Account Forms for USA and Non-USA Residents
|
Retirement Account Documents
|
|
