NATIONAL FINANCIAL FORMS
These forms are Broker Dealer Specific. If you want to see which forms are currently available for your Broker Dealer, please call 800-985-2174. You can also download a free 30-day trial of Laser App that will include all of the forms available to your Broker Dealer.
Addendum to Brokerage Account Agreement for Checkwriting
Addendum to Supplemental App for NFS Margin Acct Privileges
Alternative Investments Addendum
Amendment To The Customer Agreement
Annuity Posting Program Request
Brokerage Access Form
Brokerage Access or Brokerage Portfolio Checkwriting Delegation
Brokerage Account Earnings Distribution Request
Brokerage New Account App - With Payment of Order Flow
Brokerage New Account App - Without Payment of Order Flow
Brokerage Portfolio Direct Deposit Authorization
Brokerage Portfolio Form
Brokerage Portfolio Platinum Cash Back Agreement and Guide
Brokerage Portfolio-Brokerage Access Form
Brokers Representation
Cashiering EFT Wire Request for Non-Retirement Accounts
Control Restricted Securities Questionnaire
Control Restricted Securities Sellers Certification
Corporate Resolution For Brokerage Accounts
Equity Dividend Reinvestment Agreement
Household Relationship Form
IRA Contributions By Electronic Funds Transfer
Irrevocable Stock or Bond Power
Letter of Intent BREAKPOINT PRICING
Limited Liability Company Agreement
Mutual Fund Periodic Investment Plan
Mutual Fund Systematic Withdrawal Plan
National Financial FBSI and Cactus Access Request Form
Options Account Request Form
Partnership Agreement for Brokerage Accounts
Pledge Agreement For Lending
Power Of Attorney Affidavit And Indemnification
Premiere Select (RMD) Calculation Request Form
Premiere Select Change or Appointment of Broker
Premiere Select IRA Addendum For Managed Accounts
Premiere Select IRA Application Kit For Managed Accounts - Part 1
Premiere Select IRA Application Kit For Managed Accounts - Part 2
Premiere Select IRA Beneficiary And Successor Beneficiary Designation
Premiere Select IRA Beneficiary Designation For Managed Accounts
Premiere Select IRA By (EFT)
Premiere Select IRA Checkwriting Application
Premiere Select IRA Contribution Guide
Premiere Select IRA Earnings Distribution Request
Premiere Select IRA Kit - Part 1
Premiere Select IRA Kit - Part 2
Premiere Select IRA One-Time Distribution Form
Premiere Select IRA Periodic Distribution Form
Premiere Select IRA Power of Attorney Affidavit And Indemnification
Premiere Select IRA Recharacterization Request
Premiere Select IRA Retirement Plan Fee Request
Premiere Select IRA Tax Withholding Election
Premiere Select IRA Transfer Request for Spouse Beneficiary
Premiere Select Retirement Plan (BDA) Application
Premiere Select Retirement Plan (Keogh) Beneficiary Designation Form
Premiere Select Retirement Plan (Keogh) Distribution Request
Premiere Select Retirement Plan (Keogh) Kit - Part A
Premiere Select Retirement Plan (Keogh) Kit - Part B
Premiere Select Retirement Plan (Keogh) Kit - Part C
Premiere Select Retirement Plan (Keogh) Kit - Part D
Premiere Select Retirement Plan (Keogh) Kit - Part E
Premiere Select Retirement Plan (Keogh) Tax Withholding Election
Premiere Select Retirement Plan (PSRP Account) Earnings Distribution Request
Premiere Select Roth IRA Conversion Form
Premiere Select SEP-IRA Employer Kit - Part 1
Premiere Select SEP-IRA Employer Kit - Part 2
Premiere Select Simple IRA Employee Kit
Premiere Select Simple IRA Employer Kit - Part 1
Premiere Select Simple IRA Employer Kit - Part 2
Premiere Select SIMPLE IRA Plan Salary Reduction Agreement
Prime Brokerage Services Agreement
Request for Alternative Investment Transaction
Request to Remove Legend
SEC RULE 701 Sellers Letter
SEPP Distribution Request
SIMPLE Employer Kit - Contribution Transmittal
Standing Bank Wire and Electronic Funds Transfer Instructions
Supplemental Account Holder Form
Supplemental App For NFS Margin Acct Privileges
Supplemental Application for NFS Margin Account Privileges
Supplemental Transfer On Death Account Registration
Transfer of Assets - Additional Assets Schedule
Transfer of Assets Form
Trustee Certification of Investment Powers
