CFS - blank Forms Directory

Member Forms Directory

Please note, whenever you open an account, the New Account form must be submitted, along with a copy of a photo ID such as a driver's license or passport.

New Account Forms

Coverdell Education Savings Account Application (PDF)

Business Application (PDF)

Trust, Estate, or Conservatorship Application (PDF)

Miscellaneous Forms

Account Transfer (PDF)

Affidavit of Domicile (PDF)

Brokerage Account Commission and Fee Schedule - Self Advisory (PDF)

Change of Address (PDF)

Check Writing Application (PDF)

Investment Club Account Agreement (PDF)

IRA Designation of Beneficiary (PDF)

IRA Distribution Request (PDF)

IRA Recharacterization (PDF)

IRS SEP Individual Account Contribution Agreement (5305) (PDF)

Margin / Option Account Upgrade (PDF)

One-and-the-Same Letter (PDF)

Pershing, LLC Custodial Acct Plan & Disclosure Statement - ROTH (PDF)

Pershing, LLC Custodial Acct Plan & Disclosure Statement - SEP (PDF)

Pershing, LLC Custodial Acct Plan & Disclosure Statement - Traditional IRA (PDF)

Pershing Statement Guide (PDF)

Power of Attorney (Stock or Bond) (PDF)

Roth Conversion/Recharacterization Request (PDF)

Traditional IRA Rollover/Conversion/Contribution (PDF)
(Use Account Transfer form)

Transfer on Death - Individual (PDF)

Transfer on Death - Joint Tenant (PDF)

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* NOTE: These forms are in PDF format and require that you have Acrobat Reader installed on your computer. If you do not already have it installed, just follow the link in the yellow box to download a free copy directly from Adobe. With Reader installed, you can fill in the form as you are viewing it by positioning the hand/cursor on the fields and then typing. Once completed, print, sign and mail it to us for processing.