Account Applications & Forms

Account Applications and Forms

Account Opening Forms
Individual Brokerage Account	Open Online
Joint Account	Open Online
Corporate Accounts	Corporate
	Partnership
	Limited Liability Company
Trust & Custodian	Trust
Trust & Custodian	Custodian
For International Accounts, include:	Foreign Account Due Diligence Questionnaire
	W-8BEN
	W-8BEN Instructions
For Resident Alien Accounts:	All applicants must be permanent residents of the US with a Green Card or Permanent Resident Card. Please email Customer Support at support@eoption.com for a copy of the New Account Application
Option Account Forms	Option Application Amendment
	Margin Application Amendment
	Option and Spread Trading by Retired Person
	Option and Spread Trading in SDIRA
	Option Trading in a Custodial Account
Disclosure Forms
	Customer Relationship Summary
	Additional Disclosures

IRA Forms
Individual	Open Online
Roth	Open Online
Rollover	Rollover Certification
Rollover	Roth IRA Rollover Documentation Form
Coverdell	Coverdell ESA Application
Coverdell	Coverdell Distribution Form
SEP	SEP Account Application
SIMPLE	SIMPLE Account Application
IRA Deposits	IRA Deposit Form
Option Risk Letters	Option and Spread Trading in SDIRA
IRA Distribution Forms	IRA Distribution Form
	Roth IRA Conversion Form
	IRA Recharacterization Form
Beneficiary Change	IRA Change of Beneficiary Form

Account Management Form
Agreements, Privacy Notice, and Information	Customer Agreement and Form CRS
Agreements, Privacy Notice, and Information	Privacy Notice
Power of Attorney	Limited Trading Authorization
ACH, Wire Transfers, Deposits & Check Requests
	Check Request Form
	Outgoing Wire Transfer Request Form
	IRA Deposit Slip
Account Management	New Account Application Addendum
	Letter of Authorization to Journal Funds or Securities
	Irrevocable Stock Power
	Worthless Securities
	Vision Checking Account Application
	Account Transfer Form
	Transfer on Death Addendum and Application

Request Forms

To request account forms, to be mailed to you, including IRA forms, please call our New Accounts Department at 888-793-5333.

Important Information About Required Minimum Distributions in IRAs

Minimum Investment

Domestic Accounts

Cash accounts may be opened with no minimum balance required. New accounts must be funded within 30 days or the account will be closed.

International Accounts

For International accounts we require a minimum of 25000.00 to open the account. Click here for details. New accounts must be funded within 30 days or the account will be closed.