Frequently Used Forms Margin Agreement Option Agreement ACH Activation Form Account Transfer Request Account Information Change Request New Account Application Forms New Account Application (Individual & Joint) New Account Application (Entity) New Account Documentation Requirements Updating Your Account Account Information Change Request Day-trading Agreement Beneficial Owner Form Second Account Request Form Margin Agreement Option Agreement Transfer on Death and Beneficiary Designation Individual Retirement Account Documents Individual Retirement Account Application IRA ACH Contribution Election Instructions IRA Address Change Notification Form IRA Change of Beneficiary Form IRA Custodial Agreement and Disclosure Statement IRA Deposit Form IRA Distribution Form Publicly Offered Direction Of Investment Deposit Coupon IRA Automated Customer Account Transfer Legal entity forms Certificate of Non-Incorporated Association Certificate of Partnership Certificate of Trust Form (Trust Under Agreement) Certificate of Trust Form (Trust Under Will) Corporate Resolution LLC Resolution Other Forms 407 Approval Letter Affidavit of Domicile Full Trading Authorization ACH Activation Form Outgoing Wire Request Money Market Sweep Limited Trade Authorization W-8BEN (Certificate of Foreign Status) W-9 (Request for Taxpayer ID Number) Internal Transfer Form "PENNY FOR THE LOT" Letter of Authorization for Wires [COR clients] IRA Designation of Beneficiary [COR clients] Public DOI Futures Forms New Account Documents Corporate and LLC Individual Account Joint Account Partnership Account Trust Account Additional Forms CME Non-Pro Declaration March 2014 Fee Payment Authorization - Vendor Account Management Request Account Transfer Letter Additional Risk Disclosure Privacy Notice Customer Acknowledgement and Warranty Discretionary Trading Agreement Electronic Delivery of Statements Employer Authorization to Trade - Sample Force Liquidation Policy Funding Instructions Hedge Representation Letter of Direction Customer Agreement and Risk Disclosure Personal Guarantee Sub Account Declaration W-9 Form 1098 Form W-8BEN Form W-8BEN-E.pdf Instructions for Form W-8-BEN Instructions for Form W-8-BEN-E Withdrawal Request Form