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Please note that you will need Adobe Acrobat Reader to view and print the forms. If Adobe Reader is not already installed on your computer, please visit Adobe.com or use the button to the left to download the software. Simply click on the required Application, Form, or Agreement and print. By viewing or printing the application, you certify that you have reviewed the applicable agreements and disclosures.   New Account Application Use for all account types except Retirement Accounts IRA Account Application Use for Traditional, Rollover, SEP, and Roth IRA Accounts Option Account Application Supplement and Agreement This form must be completed in addition to the New Account Application for customers who wish to trade options Profit Sharing / Money Purchase Plan Account Application Use for Profit Sharing/Money Purchase Plans Corporate Account Application Supplement Attach this form to the New Account Application if applicable Trust Account Application Supplement Attach this form to the New Account Application if applicable Partnership Account Application Supplement Attach this form to the New Account Application if applicable Investment Club Application Supplement Attach this form to the New Account Application if applicable         Account Transfer Form (ACAT) Use this form to transfer your account from another brokerage firm to Marsco Check Deposit Information See Contact Information Incoming Wire Fund Information See Contact Information Electronic Funds Transfer Form Use this form to authorize electronic funds transfer Check Writing Form Use this form if you desire to have check writing capability on your account Internal Transfer of Shares/Funds Authorization Use this form to authorize the transfer of shares or funds from your current Marsco account to another Marsco account         Trading Authorization Form Use this form to authorize another individual to trade on your behalf IRA Designation of Beneficiary Form Use the form to add/change beneficiaries in your IRA Account IRA Distribution Requests Form Use this form to withdraw funds from your IRA SEP5305-SEP Additional supplement required for SEP-IRA’s W-9 Form, W8BEN, Affidavit of Domicile, Stock Power Additional miscellaneous forms           General Account Agreement Customer Identification Program IRA Account Agreement Privacy Policy Profit Sharing / Money Purchase Plan Account Application Mutual Fund Disclosure Statement Option Agreement Business Continuity Plan Exchange Agreement Characteristics & Risk of Standardized Options Margin Disclosure Statement Terms of Use/Online Service Day Trading Risk Disclosure Statement Risk of Online Trading Disclosure Extended Hours Trading Risk Disclosure