ACH AUTHORIZATION AGREEMENT
Use this form to set up the electronic transfer of funds between your Pershing Advisor Solutions LLC brokerage account and the account with your bank/financial institution. You may begin depositing funds into your brokerage account from your financial institution or send payments to your financial institution account from your brokerage account upon approval. All transactions are processed through the Automated Clearing House (ACH) system.
DESIGNATION OF BENEFICIARY FORM
Use this form to specify a change in the beneficiary for a Traditional individual retirement account (IRA), Roth IRA, simplified employee pension, SIMPLE IRA, or Education Savings Account.
SELECTLINK™ COMBINED MAIL APPLICATION
Use this form to request a distribution from a Traditional individual retirement account (IRA), Roth IRA, simplified employee pension, SIMPLE IRA, and Education Savings Account. Click Here to view the informational brochure.