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TD Ameritrade
Transfer on Death Account Registration Request
TOD Account Registration Request Form and Agreement
Lit No: TDAI 9736
Revised: 03/01/2018
Form ID: 423
Publish: 03/28/2018
Details
TD Ameritrade
IRA Application
Traditional, ROTH, Rollover, SEP, SIMPLE
Lit No: TDAI 1468
Revised: 03/01/2018
Form ID: 424
Publish: 05/29/2018
Details
TD Ameritrade
IRA Distribution/Withholding
Traditional, ROTH, SEP, Beneficiary and SIMPLE IRA, Rollover IRA and Beneficiary ROTH only
Lit No: TDAI 2423
Revised: 03/01/2018
Form ID: 425
Publish: 02/14/2018
Details
TD Ameritrade
Beneficiary Designation for Qualified Accounts
Not for use with TOD accounts
Lit No: TDAI 0994
Revised: 02/01/2017
Form ID: 426
Publish: 03/03/2017
Details
TD Ameritrade
Electronic Funds Transfer
Non-Retirement Accounts Only
Lit No: TDAI 9045
Revised: 02/01/2017
Form ID: 427
Publish: 03/03/2017
Details
TD Ameritrade
Standard Account Application
Non-Retirement Accounts Only
Lit No: TDAI 9017
Revised: 03/01/2018
Form ID: 428
Publish: 05/29/2018
Details
TD Ameritrade
Account Transfer
Not for use with 403(b) Accounts
Lit No: TDAI 9582
Revised: 02/01/2017
Form ID: 430
Publish: 10/25/2017
Details
TD Ameritrade
Retirement Trust Application
For use with 401(k) Employees
Lit No: TDAI 0005
Revised: 03/01/2018
Form ID: 3495
Publish: 05/29/2018
Details
TD Ameritrade
Advisor Authorizations
For use in authorizing another firm to an account
Lit No: TDAI 9002
Revised: 02/01/2018
Form ID: 19161
Publish: 05/29/2018
Details
TD Ameritrade
Change of Address
Authorization to change physical and mailing address
Lit No: TDAI 370
Revised: 07/01/2017
Form ID: 19162
Publish: 08/11/2017
Details
TD Ameritrade
Checking/Debit Card Application
Establish electronic withdrawals, checking and debit card services Some account type restrictions apply
Lit No: TDAI 1837
Revised: 11/01/2017
Form ID: 19163
Publish: 12/11/2017
Details
TD Ameritrade
Periodic Payment
For payment out of a TD Ameritrade Account. For Fed Wires, see Wire Request Form, for EFT, see the Electronic Funds Transfer Form. Non-Retirement Accounts Only
Lit No: TDAI 9288
Revised: 02/01/2017
Form ID: 19165
Publish: 03/03/2017
Details
TD Ameritrade
Personal Trust Account Application
Establish Trust Account
Lit No: TDAI 9004
Revised: 03/01/2018
Form ID: 19166
Publish: 05/29/2018
Details
TD Ameritrade
Institutional Wire Request
Domestic and International
Lit No: TDAI 9020
Revised: 02/01/2018
Form ID: 19167
Publish: 02/14/2018
Details
TD Ameritrade
403(b) Account Transfer
Transfer your existing 403(B) account to TD Ameitrade
Lit No: TDAI 1205
Revised: 02/01/2017
Form ID: 23231
Publish: 03/03/2017
Details
TD Ameritrade
403(b) Distribution Notice
Important Information on taking a distribution from your 403(b)
Lit No: TDAI 1211
Revised: 02/01/2017
Form ID: 23234
Publish: 03/03/2017
Details
TD Ameritrade
403(b) Vendor Agreement
403(b) Service Provider Agreement
Lit No: AMTD 1206
Revised: 04/01/2018
Form ID: 23235
Publish: 06/04/2018
Details
TD Ameritrade
5498 Correction Letter Authorization
Authorization to correct 5498 tax information
Lit No: TDAI 731
Revised: 02/01/2017
Form ID: 23236
Publish: 03/03/2017
Details
TD Ameritrade
701 Representation Letter
For use with Employee Plan
Lit No: TDAI 701
Revised: 02/01/2017
Form ID: 23237
Publish: 05/17/2017
Details
TD Ameritrade
Accommodation Transfer Authorization
Used for issuing shares in certificate form from a TD account to someone other than the account holder. In only some circumstances can a physical certificate be issued.
Lit No: TDAI 9115
Revised: 02/01/2017
Form ID: 23238
Publish: 03/03/2017
Details
TD Ameritrade
Account Supplement
Used for collecting data on someone other than the account owner (i.e. POA, successor custodian, successor guardian, etc.).
Lit No: TDAI 3482
Revised: 03/01/2018
Form ID: 23239
Publish: 05/29/2018
Details
TD Ameritrade
Account Re-Registration Application
Add new joint account holder For use with JT account types only
Lit No: TDAI 2244
Revised: 03/01/2018
Form ID: 23241
Publish: 05/29/2018
Details
TD Ameritrade
Advisor Trade Correction Request
Please contact your service team before completing
Lit No: TDAI 0995
Revised: 10/01/2017
Form ID: 23242
Publish: 10/05/2017
Details
TD Ameritrade
Authorization to Household Statements
Request to send all eligible paper statements in the same envelope
Lit No: TDAI 9400
Revised: 02/01/2017
Form ID: 23244
Publish: 03/03/2017
Details
TD Ameritrade
Authorization to Mail Proxies to Financial Advisor
Authorization for proxies, annual reports and other marketing materials to be sent to the Advisor
Lit No: TDAI 9034
Revised: 02/01/2017
Form ID: 23245
Publish: 03/03/2017
Details
TD Ameritrade
Authorization for Alternative Trade Confirmations
Authorization to send trade confirmations to your discretionary advisor or fudiciary.
Lit No: TDAI 4444
Revised: 02/01/2017
Form ID: 23246
Publish: 03/03/2017
Details
TD Ameritrade
Cash Management Services Additional User
Add check writing privileges to a non-account owner
Lit No: TDAI 1839
Revised: 11/01/2017
Form ID: 23249
Publish: 12/11/2017
Details
TD Ameritrade
Rule 145 Seller's Representation Letter
For use in sale of certain securities acquired as a result of merger, acquisition or reclassification
Lit No: TDAI 145
Revised: 02/01/2017
Form ID: 23250
Publish: 03/03/2017
Details
TD Ameritrade
529 College Savings Plan Account Features
Use this form to add, change, delete Automatic Investment Plan, EFT, Systematic Withdrawal Program, Systematic Exchange Program and banking information
Lit No: TDAI 3158
Revised: 06/01/2016
Form ID: 23347
Publish: 05/17/2017
Details
TD Ameritrade
529 College Savings Plan Beneficiary Change
Use this form to transfer to a different beneficiary
Lit No: TDAI 3164
Revised: 06/01/2016
Form ID: 23348
Publish: 03/14/2018
Details
TD Ameritrade
529 College Savings Plan Investment Option Change
Use this form to change your current investments or to change instructions on future contribution allocations
Lit No: TDAI 3161
Revised: 06/01/2016
Form ID: 23349
Publish: 03/14/2018
Details
TD Ameritrade
529 College Savings Plan Enrollment
Enrollment Form
Lit No: TDAI 3162
Revised: 11/01/2017
Form ID: 23350
Publish: 02/14/2018
Details
TD Ameritrade
529 College Savings Plan Incoming Rollover
Use this form to initiate a rollover from another 529 or Coverdell ESA
Lit No: TDAI 3159
Revised: 08/01/2017
Form ID: 23351
Publish: 09/19/2017
Details
TD Ameritrade
529 College Savings Plan Acct Information Change
Use this form to change your name, mailing address, telephone number, e-mail address, Successor Account Owner or interested party information
Lit No: TDAI 3160
Revised: 06/01/2016
Form ID: 23352
Publish: 05/17/2017
Details
TD Ameritrade
529 College Savings Plan Withdrawal Request
Use this form to request a full or partial withdrawal or an indirect rollover
Lit No: TDAI 3163
Revised: 06/01/2016
Form ID: 23353
Publish: 05/17/2017
Details
TD Ameritrade
Institutional Advisor Master Account Application
Asset Based Fee Program Addendum to TD AMERITRADE
Lit No: TDAI 4724
Revised: 10/01/2017
Form ID: 23354
Publish: 10/03/2017
Details
TD Ameritrade
Asset Based Pricing Application
Asset Based Fee Program Addendum to TD AMERITRADE
Lit No: TDAI 4722
Revised: 10/01/2017
Form ID: 23355
Publish: 10/03/2017
Details
TD Ameritrade
Foreign Entity Account Addendum
Additional information required for entity accounts. Must be completed by an officer of the entity.
Lit No: TDAI 884
Revised: 02/01/2017
Form ID: 23391
Publish: 03/03/2017
Details
TD Ameritrade
Irrevocable Stock/Bond Power
Stock and Bond Power. Original form required.
Lit No: TDAI 0310
Revised: 02/01/2017
Form ID: 23397
Publish: 03/03/2017
Details
TD Ameritrade
Qualified Retirement Plan Distribution
For use with 403(B) accounts.
Lit No: TDAI 1007
Revised: 02/01/2017
Form ID: 23399
Publish: 03/03/2017
Details
TD Ameritrade
IRA Recharacterization
Recharacterization of IRA accounts
Lit No: TDAI 3076
Revised: 03/01/2017
Form ID: 23401
Publish: 03/08/2017
Details
TD Ameritrade
Managed Accounts Addendum to Advisor Services
Not a client facing form. For advisor use only. Advisor should reach out directly to TD Managed Account Team.
Lit No: TDAI 3420
Revised: 02/01/2017
Form ID: 23402
Publish: 03/03/2017
Details
TD Ameritrade
Mistake of Fact Form
Authorization to return or reallocate monies in a qualified account
Lit No: TDAI 3630
Revised: 02/01/2017
Form ID: 23404
Publish: 03/03/2017
Details
TD Ameritrade
Pledged Asset Agreement for Collateral Loans
Agreement to pledge assets for collateral loan
Lit No: TDAI 3434
Revised: 02/01/2017
Form ID: 23405
Publish: 03/03/2017
Details
TD Ameritrade
Prime Brokerage Account Request
Please contact your service team before completing
Lit No: TDAI 4089
Revised: 02/01/2017
Form ID: 23406
Publish: 03/03/2017
Details
TD Ameritrade
Prime Brokerage Services Agreement
Please contact your service team before completing
Lit No: TDAI 4087
Revised: 02/01/2017
Form ID: 23407
Publish: 03/03/2017
Details
TD Ameritrade
Prime Brokerage Services Agreement Amendment
Please contact your service team before completing
Lit No: TDAI 4088
Revised: 07/01/2017
Form ID: 23408
Publish: 08/11/2017
Details
TD Ameritrade
Coverdell Education Savings Account Distribution
Used to take distribution from Coverdell Education Savings Account
Lit No: TDAI 0997
Revised: 02/01/2017
Form ID: 23472
Publish: 03/03/2017
Details
TD Ameritrade
Deposit Slip (Non-IRA)
Form to be used for making deposit to a non-IRA account
Lit No: TDAI 082
Revised: 02/01/2017
Form ID: 23474
Publish: 03/03/2017
Details
TD Ameritrade
DTC Transfer Request
Security transfer form through DTC
Lit No: TDAI 139
Revised: 02/01/2017
Form ID: 23476
Publish: 03/03/2017
Details
TD Ameritrade
Direct Deposit and Electronic Funds Transfer
Disclosure Statement. Leave with client
Lit No: TDAI 9042
Revised: 02/01/2017
Form ID: 23478
Publish: 03/03/2017
Details
TD Ameritrade
Duplicate Account Application
Use this form to establish an account with identical information and registration of an existing TD Ameritrade account
Lit No: TDAI 4726
Revised: 03/01/2018
Form ID: 23479
Publish: 05/29/2018
Details
TD Ameritrade
Institutional Enhanced Due Diligence Individual
Required by TD Ameritrade to obtain additional information on an Individual
Lit No: TDAI 4258
Revised: 02/01/2017
Form ID: 23481
Publish: 03/03/2017
Details
TD Ameritrade
Institutional Enhanced Due Diligence Non
Required by TD Ameritrade to obtain additional information on a non- Individual
Lit No: TDAI 4256
Revised: 02/01/2017
Form ID: 23482
Publish: 03/03/2017
Details
TD Ameritrade
IRA/SEP Authorization Form to Transfer Funds Due
To be used for Divorce or Separation
Lit No: TDAI 4531
Revised: 02/01/2017
Form ID: 23483
Publish: 03/03/2017
Details
TD Ameritrade
Letter of Authorization to Transfer Assets
To be used for transferring assets between accounts at TD Ameritrade
Lit No: TDAI 9019
Revised: 03/01/2018
Form ID: 23484
Publish: 02/14/2018
Details
TD Ameritrade
Qualified Loan Agreement
Loan Policies and Procedures. To be completed by Plan Administrator
Lit No: TDAI 4628
Revised: 02/01/2017
Form ID: 23487
Publish: 03/03/2017
Details
TD Ameritrade
QRP Simplified Std Profit Sharing Plan Agreement
Adoption Agreement
Lit No: TDAI 9101
Revised: 02/01/2017
Form ID: 23488
Publish: 03/03/2017
Details
TD Ameritrade
RIA Foreign Account/Anti-Money Laundering
Attestation
Lit No: TDAI 4257
Revised: 02/01/2017
Form ID: 23490
Publish: 03/03/2017
Details
TD Ameritrade
Veo User Access
Request access to TD Advisor platform
Lit No: TDAI 8989
Revised: 02/01/2017
Form ID: 23494
Publish: 03/03/2017
Details
TD Ameritrade
Move Money Advisor Authorization
Enroll in standing instructions for money movement (IRA and Non-IRA accounts).
Lit No: TDAI 9341
Revised: 02/01/2018
Form ID: 23533
Publish: 02/14/2018
Details
TD Ameritrade
QRP Flexible Std 401K Profit Sharing Agreement
Adoption Agreement
Lit No: TDAI 9110
Revised: 02/01/2017
Form ID: 23536
Publish: 03/03/2017
Details
TD Ameritrade
QRP Simplified Std Ind 401K Profit Sharing Agree
Individual 401K Adoption Agreement
Lit No: TDAI 9104
Revised: 02/01/2017
Form ID: 23537
Publish: 03/03/2017
Details
TD Ameritrade
QRP Simplified Std Money Purchase Pension Agree
Adoption Agreement
Lit No: TDAI 9102
Revised: 02/01/2017
Form ID: 23538
Publish: 03/03/2017
Details
TD Ameritrade
QRP Flexible Std Money Purchase Pension Agreement
Adoption Agreement
Lit No: TDAI 9109
Revised: 02/01/2017
Form ID: 23540
Publish: 03/03/2017
Details
TD Ameritrade
QRP Flexible Std Profit Sharing Plan Agreement
Adoption Agreement
Lit No: TDAI 9108
Revised: 02/01/2017
Form ID: 23541
Publish: 03/03/2017
Details
TD Ameritrade
Secretary's Certificate Regarding Corporate
Profit or Non-Profit
Lit No: TDAI 9303
Revised: 03/01/2018
Form ID: 23544
Publish: 04/11/2018
Details
TD Ameritrade
Secretary's Certificate Regarding Non-Incorporated
Non-Incorporated Association
Lit No: TDAI 9339
Revised: 03/01/2018
Form ID: 23545
Publish: 04/11/2018
Details
TD Ameritrade
Investment Advisor App and Account Agreement
Options Trading
Lit No: TDAI 2334
Revised: 02/01/2017
Form ID: 24158
Publish: 03/03/2017
Details
TD Ameritrade
Third-Party Investment Management Program
Managed Account Application
Lit No: TDAI 4954
Revised: 03/01/2018
Form ID: 24361
Publish: 06/06/2018
Details
TD Ameritrade
Margin Handbook
Lit No: AMTD 086 F
Revised: 01/01/2018
Form ID: 24808
Publish: 03/14/2018
Details
TD Ameritrade
Roth Conversion
Convert traditional IRA to ROTH IRA
Lit No: TDAI 2424
Revised: 02/01/2017
Form ID: 25522
Publish: 03/03/2017
Details
TD Ameritrade
Coverdell Education Savings Account Application
Education IRA
Lit No: TDAI 0986
Revised: 03/01/2018
Form ID: 25552
Publish: 05/29/2018
Details
TD Ameritrade
Individual Retirement Account (IRA) Deposit Slip
For use with IRA accounts
Lit No: TDAI 081
Revised: 02/01/2017
Form ID: 25726
Publish: 03/03/2017
Details
TD Ameritrade
Retirement Plan Contribution
For use with 401K, 403(b)(7), Profit Sharing, Money Purchase Plan, Simple, SEP accounts
Lit No: TDAI 1479
Revised: 02/01/2017
Form ID: 25727
Publish: 03/03/2017
Details
TD Ameritrade
Participant App and Designation of Beneficiary
For use with 401K, Profit Sharing, Money Purchase Plan and 403(b) accounts
Lit No: TDAI 3011
Revised: 03/01/2018
Form ID: 26403
Publish: 05/29/2018
Details
TD Ameritrade
Custodian's Designation of Successor Custodian
For use with UTMA and UGMA accounts
Lit No: TDAI 4568
Revised: 02/01/2017
Form ID: 26406
Publish: 03/03/2017
Details
TD Ameritrade
Trustee Certification of Investment Powers- Retire
For use with Retirement Trust Accounts
Lit No: TDAI 1580
Revised: 03/01/2018
Form ID: 26437
Publish: 04/02/2018
Details
TD Ameritrade
Margin Agreement Loan Consent
Margin Consent
Lit No: TDAI 3072
Revised: 02/01/2017
Form ID: 26438
Publish: 03/03/2017
Details
TD Ameritrade
Beneficiary IRA Account Application
Traditional Beneficiary IRA, Roth Beneficiary IRA, Minor Traditional Beneficiary IRA, Minor Roth Beneficiary IRA
Lit No: TDAI 4468
Revised: 03/01/2018
Form ID: 26439
Publish: 05/29/2018
Details
TD Ameritrade
Trustee Certification of Investment Powers-Non Ret
For use with Non-Retirement Accounts
Lit No: TDAI 9314
Revised: 03/01/2018
Form ID: 26440
Publish: 04/02/2018
Details
TD Ameritrade
Client Options Account Agreement
Agreement and application
Lit No: TDAI 2335
Revised: 03/01/2018
Form ID: 27328
Publish: 06/06/2018
Details
TD Ameritrade
Institutional Maximum Fees, Commissions
Schedule of Fees, Commission and Limits
Lit No: TDAI 3444 L
Revised: 10/01/2017
Form ID: 27424
Publish: 10/03/2017
Details
TD Ameritrade
Client Agreement
Agreement
Lit No: TDAI 182
Revised: 07/01/2018
Form ID: 27519
Publish: 06/18/2018
Details
TD Ameritrade
Business Continuity Plan Statement
Lit No: AMTD 5491 L
Revised: 08/01/2017
Form ID: 29605
Publish: 03/14/2018
Details
TD Ameritrade
Business Account Application
For use with business accounts
Lit No: TDAI 3629
Revised: 03/01/2018
Form ID: 29697
Publish: 05/29/2018
Details
TD Ameritrade
Minor's Designation of Successor Custodian
For use with UTMA and UGMA accounts
Lit No: TDAI 2426
Revised: 02/01/2017
Form ID: 29698
Publish: 03/03/2017
Details
TD Ameritrade
Advisorclient.com Access
To be used for Advisor online access
Lit No: TDAI 3083
Revised: 02/01/2017
Form ID: 30232
Publish: 03/03/2017
Details
TD Ameritrade
Duplicate Statements and Trade Confirmations
To be used to send duplicate statements and confirms to an interested party
Lit No: TDAI 3082
Revised: 02/01/2017
Form ID: 30233
Publish: 03/03/2017
Details
TD Ameritrade
Fisher Investments Non-Discretionary Options
For use with Fisher Investment Clients Only
Lit No: TDAI 4462
Revised: 03/01/2018
Form ID: 30234
Publish: 04/09/2018
Details
TD Ameritrade
Check Acceptance Policy
TD Policy on Accepting Checks
Lit No: TDAI 0011
Revised: 02/01/2017
Form ID: 31088
Publish: 03/03/2017
Details
TD Ameritrade
Other Interested Parties (OIP) Authorization
Used to authorize TD Ameritrade to add or remove an interested party
Lit No: TDAI 1987
Revised: 02/01/2017
Form ID: 31089
Publish: 03/03/2017
Details
TD Ameritrade
Systematic Required Minimum Distribution
Establish or update instructions on systematic RMD
Lit No: TDAI 3170
Revised: 02/01/2017
Form ID: 31090
Publish: 03/14/2018
Details
TD Ameritrade
Certificate for the Purchase of Initial Public
Annual certification
Lit No: TDAI 3637
Revised: 02/01/2017
Form ID: 31093
Publish: 05/17/2017
Details
TD Ameritrade
LOA for Non-Publicly Traded Investment
Letter of Authorization
Lit No: TDAI 4507
Revised: 02/01/2018
Form ID: 31094
Publish: 05/29/2018
Details
TD Ameritrade
Signature Verification
Form used to capture client(s) physical signature
Lit No: TDAI 745
Revised: 02/01/2017
Form ID: 31095
Publish: 03/03/2017
Details
TD Ameritrade
Fixed Income Directed Trade
Please contact your service team before completing
Lit No: TDAI 9036
Revised: 02/01/2017
Form ID: 31097
Publish: 03/03/2017
Details
TD Ameritrade
QRP Simplified Std Ind 401K Profit Sharing Summary
Individual 401K Summary Plan Description
Lit No: TDAI 91042
Revised: 02/01/2017
Form ID: 31098
Publish: 03/03/2017
Details
TD Ameritrade
QRP Flexible Std 401K Profit Sharing Summary
Summary Plan Description
Lit No: TDAI 91102
Revised: 02/01/2017
Form ID: 31100
Publish: 04/09/2018
Details
TD Ameritrade
Margin Requirements
Margin Requirements Chart
Lit No: TDAI 9305
Revised: 06/01/2018
Form ID: 31101
Publish: 07/16/2018
Details
TD Ameritrade
Authorization to Pay Market Data Fees - Sundry Acc
Authorization to Pay Market Data Feeds through Sundry Account
Lit No: TDAI 3080
Revised: 08/01/2018
Form ID: 31716
Publish: 07/13/2018
Details
TD Ameritrade
529 College Savings Plan LPOA
Limited Power of Attorney
Lit No: TDAI 3137
Revised: 02/01/2017
Form ID: 33860
Publish: 05/17/2017
Details
TD Ameritrade
Institutional Check Request
Request check or establish check instructions
Lit No: TDAI 2245
Revised: 02/01/2017
Form ID: 43164
Publish: 03/03/2017
Details
TD Ameritrade
Alternative Investments Transfer.
Client Custody Agreement
Lit No: TDAI 3205
Revised: 02/01/2017
Form ID: 49352
Publish: 03/03/2017
Details
TD Ameritrade
Alternative Investments Purchases
Client Custody Agreement.
Lit No: TDAI 3204
Revised: 02/01/2017
Form ID: 49353
Publish: 03/03/2017
Details
TD Ameritrade
Simple Individual Retirement Custodial Account
Lit No: AMTD 6101
Revised: 12/01/2016
Form ID: 56198
Publish: 05/12/2017
Details
TD Ameritrade
Roth Individual Retirement Custodial Account
Lit No: AMTD 6100
Revised: 12/01/2016
Form ID: 56199
Publish: 05/12/2017
Details
TD Ameritrade
Section 408(b)(2) Disclosure Summary
Lit No: AMTD 035 F
Revised: 12/01/2017
Form ID: 56200
Publish: 12/12/2017
Details
TD Ameritrade
Institutional Disclosure Packet
Lit No: TDAI 1113
Revised: 07/01/2018
Form ID: 56201
Publish: 07/03/2018
Details
TD Ameritrade
Individual Retirement Custodial Account Agreement
Lit No: AMTD 6102
Revised: 12/01/2016
Form ID: 56202
Publish: 05/12/2017
Details
TD Ameritrade
Beneficiary Plan Transfer on Death (TOD) Affidavit
Lit No: TDAI 1584
Revised: 02/01/2017
Form ID: 57034
Publish: 07/06/2017
Details
TD Ameritrade
Trusted Contact Authorization
Lit No: TDAI 1544
Revised: 10/01/2017
Form ID: 58975
Publish: 10/16/2017
Details
TD Ameritrade
Investment Management Enrollment Package
Lit No: TDAI 1115
Revised: 04/01/2018
Form ID: 59323
Publish: 05/07/2018
Details
TD Ameritrade
403(b)(7) Custodial Account Agreement
Lit No: AMTD 1201
Revised: 03/01/2016
Form ID: 61223
Publish: 03/16/2018
Details
TD Ameritrade
529 College Savings Plan: Payroll Direct Deposit
Lit No: TDAI 2655
Revised: 06/01/2016
Form ID: 61224
Publish: 03/16/2018
Details
TD Ameritrade
529 College Savings Plan: Power Of Attorney
Lit No: TDAI 3168
Revised: 06/01/2016
Form ID: 61225
Publish: 03/16/2018
Details
TD Ameritrade
529 College Savings Plan: Program Disclosure
Lit No: AMTD 1290
Revised: 08/27/2017
Form ID: 61226
Publish: 03/16/2018
Details
TD Ameritrade
529 College Savings Plan:Additional Contribution
Lit No: TDAI 3509
Revised: 06/01/2016
Form ID: 61227
Publish: 03/16/2018
Details
TD Ameritrade
529 College Savings Plan:Organization Resolution
Lit No: TDAI 3508
Revised: 06/01/2016
Form ID: 61228
Publish: 03/16/2018
Details
TD Ameritrade
Addendum to AdvisorDirect Referral Agreement
Lit No: TDAI 4233
Revised: 02/01/2017
Form ID: 61229
Publish: 03/15/2018
Details
TD Ameritrade
Addition of Separate Account Manager's Agent
Lit No: TDAI 4465
Revised: 02/01/2017
Form ID: 61230
Publish: 03/27/2018
Details
TD Ameritrade
Advisor Agent Auth (Envestnet Asset Management)
Lit No: TDAI 4095
Revised: 02/01/2017
Form ID: 61231
Publish: 03/15/2018
Details
TD Ameritrade
Advisor Agent Authorization
Lit No: TDAI 4093
Revised: 02/01/2017
Form ID: 61232
Publish: 03/27/2018
Details
TD Ameritrade
Advisor Annuity Master Account App Supplement
Lit No: TDAI 705
Revised: 02/01/2018
Form ID: 61233
Publish: 03/15/2018
Details
TD Ameritrade
Advisor Enrollment Checklist
Lit No: TDAI 9000
Revised: 03/01/2017
Form ID: 61234
Publish: 03/15/2018
Details
TD Ameritrade
Advisor Master Account App Supplement
Lit No: TDAI 9943
Revised: 02/01/2017
Form ID: 61235
Publish: 03/27/2018
Details
TD Ameritrade
Advisor Not-Held Acknowledgement and Disclosure
Lit No: TDAI 3734
Revised: 06/01/2016
Form ID: 61236
Publish: 03/28/2018
Details
TD Ameritrade
AdvisorDirect Advisor Profile
Lit No: TDAI 4231
Revised: 03/01/2017
Form ID: 61237
Publish: 03/28/2018
Details
TD Ameritrade
AdvisorDirect Disclosure Brochure Form ADV Part 2
Lit No: TDAI 4855
Revised: 01/01/2018
Form ID: 61238
Publish: 03/15/2018
Details
TD Ameritrade
AdvisorDirect New Employee Profile
Lit No: TDAI 3171
Revised: 02/01/2017
Form ID: 61239
Publish: 03/28/2018
Details
TD Ameritrade
Alternative Investment Access Addendum To Advisor
Lit No: TDAI 3202
Revised: 02/01/2017
Form ID: 61240
Publish: 03/15/2018
Details
TD Ameritrade
Annuity Program Advisor Authorization
Lit No: TDAI 706
Revised: 02/01/2018
Form ID: 61241
Publish: 03/29/2018
Details
TD Ameritrade
Asset Based Pricing for Separate Account Exchange
Lit No: TDAI 4973
Revised: 02/01/2017
Form ID: 61242
Publish: 03/16/2018
Details
TD Ameritrade
Brokerage and Research Addendum
Lit No: TDAI 9309
Revised: 02/01/2017
Form ID: 61243
Publish: 03/29/2018
Details
TD Ameritrade
Callable Securities Procedure Disclosure
Lit No: TDAI 4340
Revised: 02/01/2017
Form ID: 61244
Publish: 03/29/2018
Details
TD Ameritrade
CESA Change of Designated Death Beneficiary
Lit No: TDAI 998
Revised: 02/01/2017
Form ID: 61245
Publish: 03/29/2018
Details
TD Ameritrade
Cost Basis Update
Lit No: TDAI 2228
Revised: 02/01/2017
Form ID: 61246
Publish: 03/29/2018
Details
TD Ameritrade
Coverdell ESA Custodial Account
Lit No: AMTD 6103
Revised: 10/01/2010
Form ID: 61247
Publish: 03/29/2018
Details
TD Ameritrade
Fisher Options Letter
Lit No: TDAI 8740
Revised: 02/01/2017
Form ID: 61248
Publish: 03/28/2018
Details
TD Ameritrade
Information Pertaining to ADV Disclosure
Lit No: TDAI 3484
Revised: 10/01/2017
Form ID: 61249
Publish: 03/28/2018
Details
TD Ameritrade
Investment Advisor App for Portfolio Margin
Lit No: TDAI 3166
Revised: 02/01/2017
Form ID: 61250
Publish: 03/28/2018
Details
TD Ameritrade
Investment Manager App & Account Agreement
Lit No: TDAI 3169
Revised: 02/01/2017
Form ID: 61251
Publish: 05/29/2018
Details
TD Ameritrade
IRS Form W9 Frequently Asked Questions
Lit No: TDAI 4640
Revised: 02/01/2017
Form ID: 61252
Publish: 03/29/2018
Details
TD Ameritrade
Letter of Authorization for Affiliated Acc Owners
Lit No: TDAI 730
Revised: 03/01/2017
Form ID: 61253
Publish: 03/29/2018
Details
TD Ameritrade
Letter of Explanation for US Mailing Address
US Phone Number. Attachment to Form W-8
Lit No: TDAI 835
Revised: 02/01/2017
Form ID: 61254
Publish: 03/28/2018
Details
TD Ameritrade
Licensing Agre for iRebal (Intelligent Rebalancer)
Lit No: TDAI 3506
Revised: 02/01/2017
Form ID: 61255
Publish: 03/28/2018
Details
TD Ameritrade
Margin Disclosure Document
Lit No: AMTD 845
Revised: 11/01/2017
Form ID: 61256
Publish: 04/06/2018
Details
TD Ameritrade
Name Change Authorization
Lit No: TDAI 2333
Revised: 02/01/2017
Form ID: 61257
Publish: 03/28/2018
Details
TD Ameritrade
Prime Brokerage Delivery Instructions
Lit No: TDAI 2829
Revised: 02/01/2017
Form ID: 61258
Publish: 03/28/2018
Details
TD Ameritrade
Sole Proprietorship Certification
Lit No: TDAI 640
Revised: 02/01/2017
Form ID: 61259
Publish: 03/28/2018
Details
TD Ameritrade
Statement Delivery Letter
Lit No: TDAI 4642
Revised: 02/01/2017
Form ID: 61260
Publish: 03/16/2018
Details
TD Ameritrade
Step-Up Cost Basis To Date of Death Request
Lit No: TDAI 2828
Revised: 02/01/2017
Form ID: 61261
Publish: 04/12/2018
Details
TD Ameritrade
Succession Planning Program Services Agreement
Lit No: TDAI 3483
Revised: 03/01/2017
Form ID: 61262
Publish: 03/29/2018
Details
TD Ameritrade
Summary Cash Balance Programs
Lit No: TDAI 7002
Revised: 07/01/2018
Form ID: 61263
Publish: 06/18/2018
Details
TD Ameritrade
Third Party Investment Management Supplement
Add, Change or Terminate a Money Manager
Lit No: TDAI 4955
Revised: 03/01/2018
Form ID: 61264
Publish: 04/09/2018
Details
TD Ameritrade
Trading Authorization Agreement
Lit No: TDAI 2830
Revised: 02/01/2017
Form ID: 61265
Publish: 03/28/2018
Details
TD Ameritrade
UMAX Envestnet Addendum to Advisor Services
Lit No: TDAI 2858
Revised: 05/01/2018
Form ID: 61266
Publish: 04/12/2018
Details
TD Ameritrade
VEO User Manager Authorization
Lit No: TDAI 4505
Revised: 02/01/2017
Form ID: 61267
Publish: 03/16/2018
Details
TD Ameritrade
Safety and Security Letter
Lit No: TDAI 5490
Revised: 09/01/2017
Form ID: 61271
Publish: 03/15/2018
Details
TD Ameritrade
Minor IRA Application
Lit No: TDAI 1196
Revised: 03/01/2018
Form ID: 61694
Publish: 05/29/2018
Details
TD Ameritrade
Required Account Information
Lit No: TDAI 2861
Revised: 03/01/2018
Form ID: 61695
Publish: 04/20/2018
Details
TD Ameritrade
Incoming Wire Instructions
Lit No: TDAI 5003
Revised: 02/01/2017
Form ID: 62958
Publish: 06/25/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Country Financial
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thompson IM
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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