RBC CORRESPONDENT SERVICES 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.
403(b) Distribution
403(b) Transfer and Distribution Addendum
Account Transfer Form
ACH on Demand Request Form
Advisor Program Agreement
Certificate Receipt
Certification of Investment Powers - Corporate Accounts
Certification of Investment Powers - Trust-Qualified Accts
Check Request
Client Account Information
Clients Margin Account Agreement and Application
Corporate Resolution
Custodial Account Agreement
Custodial Retirement Alternative Investment Direction
Custodial Simple IRA Participant Adoption Agreement
Electronic Funds Banks and Transactions Change Form
Electronic Funds Banks and Transactions Set-Up Form
Electronic Funds Banks and Transactions Termination Form
Investment Access Account Application
IRA Adoption Agreement
IRA Custodial Agreement
IRA/SEP/ROTH/Simple Distribution Request
IRA/SEP/ROTH/Simple on Demand Distribution Request
IRA/SEP/Simple Beneficiary Change Request
IRA/SEP/Simple Service Request
Irrevocable Stock or Bond Power
Joint Account Agreement - JTWROS
Joint Account Agreement - Tenants In Common
Mutual Fund Systematic Order Set-Up Request
New Account
Options Client Agreement and Approval Form
Prototype SEP Adoption Agreement
Request for Domestic Wired Funds
Request for International Wired Funds
Retirement Checkwriting Application
Rollover Certification Form
Roth IRA Adoption Agreement
Roth IRA Conversion Form
Roth IRA Custodial Agreement
SIMPLE IRA and Disclosure Statement
Standard Checking Application
Transfer on Death Account Agreement
