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Account Modification Form - TD Ameritrade

Page 1 of 11 TDA 189 F 03/211 Return Options:Electronically via Message Center: Log in and go to Client Services > Message Center to attach the fileRegular Mail: PO Box 2760, Omaha, NE 68103-2760 Overnight Mail: 200 South 108th Avenue Omaha, NE 68154-2631 Fax: 866-468-6268 Individual Retirement Accounts (IRAs) are not eligible to add a Co-Owner. Nonresident Alien Account Owners are only eligible for Joint Tenants with Rights of Survivorship (JTWROS) accounts. If you have additional questions, please visit our website at or call us at : If adding Account owner(s), the new owner(s) agree to be bound by any agreements, privileges, and/or features already established on the Account modifications indicated on this form will be applied to all of the above-listed accounts.

If the account owners do not qualify for the joint account type selected, then the joint account type will default to Joint Tenants with Rights of Survivorship.) State laws vary. You should consult with a tax or legal advisor to determine if the account ownership you wish to select is available in ... Dr. C. Rev. Marital Status: ...

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