StateTrust Wealth Management

Open an US Account
	Individual/ Joint	Corporate	StateTrust Managed	External Managed	Corporate Managed
New Account Application
Account Application Supplemental
Account Update Form
W-9
IRA Distribution Form
IRA Designation of Beneficiary
IRA Rollover Certification
Checkwriting/Debit Card Application
Margin Agreement
Options Agreement
Corporate Account Certification
LLC Certification
Portfolio Management Agreement
Partnership Certification
Advisor Brochure
Advisor Brochure Supplement
Appendix
Client profile due diligence
Regulatory Questionnaire
E-Delivery
PEP Form
Emerging market Debt securities Risk Disclosure
High Yield corporate Debt securities Risk Disclosure
ACAT Account Transfer Form
Institutional Account Application
LOA for Internal Transfer
LOA for Checks and Wires
Late Rollover Certification
Trust Certification
ETF Risk Disclosure
Back-Up Contact Information
Beneficial Ownership Certification
Transfer on Death Agreement

Open an International Account
	Individual/ Joint	Corporate	StateTrust Managed	External Managed	Corporate Managed
New Account Application
Supplemental Form to New Account Application
Account Update Form
W-8BEN-E
Checkwriting/Debit Card Application
Margin Agreement
Options Agreement
Corporate Account Certification
Portfolio Management Agreement
W-8BEN
Certificate of Partnership
Advisor Brochure
Advisor Brochure Supplement
Appendix
Client profile due diligence
Regulatory Questionnaire
E-Delivery
PEP Form
FATCA US Mailing Address and Investment Disclosure Statement
Client Acknowledgment
Emerging market Debt securities Risk Disclosure
High Yield corporate Debt securities Risk Disclosure
ACAT Account Transfer Form
Institutional Account Application
LOA for Internal Transfer
LOA for Checks and Wires
ETF Risk Disclosure
Back-Up Contact Information
Beneficial Ownership Certification

Financial Advisor’s Library of Forms