Transcription of *TDAI9017* - TD Ameritrade
{{id}} {{{paragraph}}}
Example: bachelor of science
*TDAI9017* - TD Ameritrade
Page 1 of 6 TDAI 9017 REV. 11/18 Account # _____Advisor Code _____Case # _____INVESTMENT ADVISOR: TO BE COMPLETED BY ADVISORI nvestment Advisor Firm (Agent) and Primary Contact:Firm Name: _____ Primary Contact: _____ACCOUNT TYPE: PLEASE CHECK THE APPROPRIATE BOXM IndividualM Custodial Account (UGMA/UTMA)1 Under the Laws of (State)2 _____ Age of Termination2 _____ (state of UGMA/UTMA establishment must be provided)M Joint Tenants with Rights of Survivorship If one Joint owner dies, his/her interest passes to the surviving owner(s). (Not available for Louisiana residents)3M Tenants in Common _____% Owner _____% Co-owner If one Joint owner dies, his/her interest passes to his/her estate (50/50, unless otherwise noted).M Community Property For AZ, CA, ID, LA, NM, NV, PR, TX, WA, and WI only.
Page 2 of 6 TDAI 9017 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.
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document: