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| ACCOUNT FORMS |
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New Account Application
This form is used to open all non-retirement accounts.
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Customer Statement of Policies and Procedures
This document is a statement of the policies, procedures and rules governing customer accounts. It also contains important terms and conditions that apply to brokerage accounts maintained with fbrdirect.com and carried by National Financial Services LLC (NFS), a Fidelity Investments Company
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Deposit Slip
This form is used to deposit a check into your account.
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IPO Interest Form
This form must be filled out to participate in IPO's and Secondary Offerings*
*Filling out this form does not guarantee participation in any particular IPO, or to any particular
extent (number of shares or dollar amount).
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Account Transfer Form (ACAT)
This form is used to capture the appropriate account data necessary to transfer account assets from another brokerage account to fbrdirect.com.
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Checkwriting Application
This form is used to add Check Writing
to your existing accounts.
Note: This feature is not available for IRA and Custodial accounts.
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Check Request
This form is used to request a Check or Wire from your FBRDirect account.
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Power of Attorney - Limited
This form is used to grant trading authorization to another party who is not the
accountholder.
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Power of Attorney - General
This form is used to grant power to to conduct all business in the account
including trading and depositing and withdrawing funds to another party who is
not the accountholder.
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IRA FORMS |
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IRA Brokerage Account Application
This form is used to open retirement accounts.
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Direct Rollover Election / Certification Form
This form is to be used when transferring funds from an existing IRA, IRA Rollover, or a Qualified Employer Sponsored Plan.
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IRA and Roth IRA Custodial Agreement and Disclosure Statement
This agreement contains important terms, conditions and disclosures that apply to IRA and Roth IRA accounts maintained with fbrdirect.com and carried by National Financial Services LLC (NFS), a Fidelity Investments Company
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Roth Conversion Form
This form is to be used when transferring funds from an existing Roth IRA, or a Rollover Conversion or Contribution Conversion from an existing IRA.
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Coverdell Education Savings Account Agreement and Disclosure Statement
This agreement acknowledges that the Depositor and Custodian adopt the Education Saving Individual Retirement Account Custodial Agreement and Disclosure Statement.
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Coverdell Education Savings Account
(ESA) Application
This form is used to open Cover Education
Savings Account (ESA). |
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Self Directed IRA Contribution Form
This form must accompany all retirement account contributions.
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IRA Distribution Request Form
This form is used to request a distribution from all retirement accounts.
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IRA Beneficiary Designation / Change Form
This form is used to revoke any prior beneficiary designation or establish the beneficiary(ies) on a retirement account.
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| MONEY MARKET FUND FORMS |
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Money Market Selection Form
Please use this form, at any time, to elect to be invested daily into one of the Federated money market funds.
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Money Market Fund Prospectuses
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Return to the fbrdirect.com Homepage
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The forms listed above are provided
in Adobe Portable Document Format (PDF). To view, download, or print a PDF
document, you must have Adobe Acrobat® Reader version 4.0 or higher installed
on your computer. To print a PDF document, you need a printer with graphics
capabilities.
Adobe Acrobat® Reader is a free download.
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