Transcription of *TDAI4468* - TD Ameritrade
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*TDAI4468* - TD Ameritrade
Account # _____Advisor Code _____Case # _____Page 1 of 8 TDAI 4468 REV. 11/18 INVESTMENT ADVISOR: TO BE COMPLETED BY ADVISORI nvestment Advisor Firm (Agent) and Primary Contact:Firm Name: _____ Primary Contact: _____TYPE OF BENEFICIARY IRA (PLEASE SELECT ONLY ONE.)M Traditional Beneficiary IRAM Roth Beneficiary IRAM Minor Traditional Beneficiary IRA*M Minor Roth Beneficiary IRA*Please complete for Minor Beneficiary IRAs:This Minor Beneficiary IRA will be opened pursuant to state UTMA/UGMA statutes. Please indicate the age of termination of custodianship and the state law under which this Minor Beneficiary IRA account will be governed:(State)* _____ Age of Termination* _____. (state of UGMA/UTMA establishment must be provided)*The age of termination varies by state, although most states set the age of termination at 21.
Page 2 of 8 TDAI 4468 REV. 03/18 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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