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: M Check here if this is not a phone number. | Secondary Telephone Number: M Check here if this is not a phone Address (required for electronic delivery of your account statement and trade confirmations): Home Street Address (no PO boxes): City: | State: | ZIP Code: Mailing Address (if different from above): City: | State: | ZIP Code:Please specify if you are: | Source of income (if Unemployed, Retired, Homemaker, or Student): M Employed M Self-employed M Unemployed M Retired
Page 3 of 6 TD 146 111 If you are married and live in a state with community property statutes and do not designate your spouse as the sole beneficiary, you represent and warrant that your spouse has consented to such designation. * PLEASE NOTE: Type of beneficiary is required.
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