Please fill out the appropriate forms and mail the print-outs to us!

[attn: your Account Executive; or attn: Operations, if you don’t have one]
Strasbourger Pearson Tulcin Wolff Inc.
600 Old Country Road, Suite 318
New York, NY 11530

All Accounts

• New Account Form
• New Account Disclosure Letter

Other common forms

• Customer Account Transfer Form
• Margin Disclosure Statement
• Margin Agreement

Joint Accounts

• Joint Tenants with Rights of Survivorship (JTWROS)
• Joint Community Property Agreement

Retirement Accounts

• Individual Retirement Account (IRA) Application
• IRS Form 5305-SEP: Simplified Employee Pension -- IRA Agreement
• Coverdell Education Savings Account (ESA) Agreement
• IRA Change of Beneficiary Designation
• IRA Distribution Request
• Contribution Authorization

Miscellaneous

• Stock or Bond Power
• Wire Letter of Authorization (LOA)

Disclosures

• Characteristics and Risks of Standardized Options
• Customer Identification Program Notice
• Privacy Policy
• Business Continuity Planning
• Margin Disclosure Statement
• Contact Information