Transcription of *TDAI1468* - TD Ameritrade
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*TDAI1468* - TD Ameritrade
TDAI 1468 REV. 03/18 Page 1 of 6 Account # _____Advisor Code _____Case # _____INVESTMENT ADVISOR: TO BE COMPLETED BY ADVISORI nvestment Advisor Firm (Agent) and Primary Contact:Firm Name: _____ Primary Contact: _____PLEASE SELECT THE TYPE OF IRA YOU WANT (SELECT ONLY ONE TYPE OF ACCOUNT)M TRADITIONAL IRA M ROTH IRA M ROLLOVER IRA M SEP Simplified Employee Pension IRA* M SIMPLE Savings Incentive Match Plan for Employees IRA**Per IRS regulations, employers are responsible for maintaining a SEP/SIMPLE Adoption Agreement for their Plan, but these do not need to be sent to TD OWNER: COMPLETE ALL INFORMATION BELOW FOR THE PRIMARY ACCOUNT OWNERF irst Name: | Middle Initial: | Last Name:Social Security Number: | Date of Birth:Primary Telephone Number.
Page 2 of 6 TD 146 31 Check here if you are a: M | Country of Citizenship (For non-U.S. Citizens and Permanent Residents): U.S. Citizen M Permanent Resident Not a U.S. Citizen If a Permanent resident, please attach a copy of an unexpired permanent resident card.
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