Securities Documents & Forms

Account Applications

• Securities Account Application - Individual and Joint
• Securities Account Application - Entity
• Securities Account Application - Individual Retirement Accounts
• Sterling Trust Custodial Agreement and Disclosure Statement

Supplements

• Margin Supplement
• Options Supplement
• Cash Management Supplement
• Custodial Supplement
• DVP/RVP Supplement

Additional Forms

• Web Site Access and Online Delivery Consent (Stand Alone)
• Third Party Web Access Authorization Form
• Money Market Sweep (Stand Alone)
• Sterling Trust IRA Address Change Notification Form
• Sterling Trust IRA Change of Beneficiary Form
• Sterling Trust IRA ACH Contribution Election Instructions
• Sterling Trust IRA Distribution Instructions and Request Form
• Sterling Trust Company SIMPLE IRA - Employee Kit
• Sterling Trust Company SIMPLE IRA - Employer Kit
• Transfer on Death (TOD) and Beneficiary Designation
• LLC Resolution and Certificate
• Partnership Resolution and Certificate
• Unincorporated Association Resolution and Certificate
• Corporate Resolution
• Trustee Certification (Trust Under Agreement)
• Trustee Certification (Trust Under Will)
• Limited Trading Authorization
• Full Trading Authorization
• IRA Deposits Form
• Check Deposit Form
• Irrevocable Stock or Bond Power
• Householding Request Form
• Affidavit of Domicile
• Power of Attorney - Affidavit and Indemnification
• Account Information Change Request Form

Support

Options Education

Educational Brochures on Options

 The Equity Options Strategy Guide

 LEAPS Guide