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Forms & Account Types

Whether you are ready to open a new account through one of our account packages or just need to fill out an individual form, all your StockCross form needs can be met here.

"Our clients like having a familiar name or voice to be there when they need us. I value these long-term relationships. It makes my day whenever a client takes the time to send personal thank you note."

Ed Shaughnessy
Customer Service Manager
20 years industry experience

StockCross Retirement Forms

Calculate Your RMD

Retirement Individual Forms

» Account Requirements

» Account Transfer Form

» Beneficiary Change Form

» Beneficiary Distribution Election Form

» Certification of Trusteeship

» Coverdell Distribution Form

» Coverdell Education Booklet

» Customer Agreement

» Individual 401k Booklet

» IRA Distribution Form

» New Account Application

» Profit Sharing (Equity Institutional Trustee) Booklet

» Retirement Booklet

» Roth IRA Booklet

» Roth IRA Conversion Form

» SIMPLE IRA Booklet

Retirement Account Packages

» IRA or Rollover IRA Account Package

What's included:
- Account Requirements
- New Account Application
- Retirement Booklet
- Account Transfer Form
- Customer Agreement

» Coverdell Education Savings Account Package

What's included:
- Account Requirements
- New Account Application
- Coverdell Education Booklet
- Account Transfer Form
- Customer Agreement

» Individual 401k (Equity Institutional Trustee) Account Package

What's included:
- Account Requirements
- New Account Application
- Individual 401k Booklet
- Account Transfer Form
- Customer Agreement

» 401k (Self-Trustee) Account Package

What's included:
- Account Requirements
- New Account Application
- Certification of Trusteeship
- Account Transfer Form
- Customer Agreement

» Profit Sharing Plan - Equity Institutional Trustee - Account Package

What's included:
- Account Requirements
- New Account Application
- Profit Sharing Booklet
- Account Transfer Form
- Customer Agreement

» Profit Sharing Plan - Sole Trustee - Account Package

What's included:
- Account Requirements
- New Account Application
- Certification of Trusteeship
- Account Transfer Form
- Customer Agreement

» Roth IRA Account Package

What's included:
- Account Requirements
- New Account Application
- Roth IRA Booklet
- Account Transfer Form
- Customer Agreement

» SEP IRA Account Package

What's included:
- Account Requirements
- New Account Application
- Retirement Booklet
- Account Transfer Form
- Customer Agreement

» SIMPLE IRA Account Package

What's included:
- Account Requirements
- New Account Application
- SIMPLE IRA Booklet
- Account Transfer Form
- Customer Agreement

» Money Purchase Pension Plan Account Package

What's included:
- Account Requirements
- New Account Application
- Certification of Trusteeship
- Account Transfer Form
- Customer Agreement

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Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

^†Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company. To obtain a prospectus contact StockCross at 800.993.2015. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge.

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2018.