Transcription of *TDAI9017* - TD Ameritrade
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*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. Laws vary by Tenants by the Entirety If one Joint owner dies, his/her interest passes to the surviving owner (Spouses only). Not available in all states. Laws vary by Estate Decedent s account number at TD Ameritrade : _____.
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.
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