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Forms & Agreements

Most forms here are PDF files and require Adobe® Acrobat® to download. Once you've downloaded the form, print and sign the form, then return it to TD AMERITRADE by mail or fax.

Some forms are Web based and you can complete them online. Then print and sign the form, and return it to TD AMERITRADE by mail or fax.

Frequently Used Forms
 
Forms by Category
 
Forms Alphabetically
 


Frequently Used Forms
Account Application Apply online to open a TD AMERITRADE account Apply Online
Account Handbook Resource for managing your account Download PDF
Account Modification Add or remove an account co-owner Download PDF
Deposit Slip Use with deposits to non-IRA accounts Download PDF
Deposit Slip (IRA) Use with deposits to IRA accounts Download PDF
IRA Disclosure (Traditional,
SEP & Rollover)		 Traditional, SEP and Rollover IRA Disclosure Statement and Custodial Agreement Download PDF
Margin/Options
Upgrade		 Apply to add margin or option privileges to your account Download PDF
Margin Handbook Resource for managing your margin account Download PDF
Simplified Employee
Pension Form 5305-SEP		 Agreement signed by your employer to provide contributions into a SEP Download PDF
Transfer Wizard (External)
(Web-based)		 Use this online wizard to complete the form to transfer from another broker to your TD AMERITRADE account Complete Online
Transfer Wizard (Internal)
(Web-based)		 Use this online wizard to complete the form to transfer assets from one TD AMERITRADE account to another Complete Online

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See Also...

  • Investing

    How TD AMERITRADE can help with your trading and investing needs.

Margin trading increases risk of loss and includes the possibility of a forced sale if account equity drops below required levels. Margin is not available in all account types. Margin trading privileges subject to TD AMERITRADE review and approval. Carefully review the Margin Handbook and Margin Disclosure Document for more details.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Please read Characteristics and Risks of Standardized Options carefully before investing in options.