WR Hambrecht + Co: Brokerage: Account Forms

Brokerage: Account Forms

Below are a variety of forms that can assist you with the many features WR Hambrecht + Co offers for your brokerage account. If you prefer, some forms are available via US Mail. You may request them by going here.

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Brokerage Applications & Agreements
	Individual/Joint/Custodial Account Application	Description	Download

	Corporation/Partnership/Trust Account Application	Description	Download

	Corporate Services Account Application	Description	Download

	Individual Retirement Accounts Application	Description	Download

	IRA Custodial Agreement & Disclosure Statement	Description	Download

	Traditional IRA Adoption Agreement	Description	Download

	Roth IRA Adoption Agreement	Description	Download

	Account Transfer Form	Description	Download

	Customer Agreement	Description	Download

	Margin Account Agreement	Description	Download

Participate in OpenIPO
	Offering Participation Agreement	Description	Download

	OpenIPO Bid Form	Description	Download

	IPO Certification	Description	Download

Options Trading
	Option Agreement and Approval Form	Description	Download

Account Features & Services
	ProCash Agreement	Description	Download

	ProCash Plus Account Application	Description	Download

	ACH Authorization Agreement	Description	Download

	ACH Authorization Agreement for Retirement Plans	Description	Download

Additional Forms
	Trustee/Fiduciary Certification Form	Description	Download

	Irrevocable Stock & Bond Power	Description	Download

	IRA Contribution Authorization	Description	Download

	IRA Distribution Form	Description	Download

	One & The Same Guarantee	Description	Download

	Third Party Release (Individual to Joint)	Description	Download

	Certificate of Foreign Status	Description	Download

	Corporate Resolution Form	Description	Download

	Incoming Wire Transfer Instructions	Description	Download

	Outgoing Wire Transfer Instructions	Description	Download

	W-9 (IRS): Request for Taxpayer Identification Number and Certification	Description	Download