Forms
All forms are PDF files and require Adobe® Acrobat® to download. Once you've downloaded the form, print and complete it, then return it to Just2Trade by mail, fax (202) 466-6895), or scan/e-mail.
Frequently Used Forms
- Account Transfer Request
- IRA New Account Application
- Margin Agreement
- New Account Application
- Option Agreement
New Account Application Forms
IRA Account Forms
- IRA New Account Application
- IRA Beneficiary Form
- IRA Rollover Certification
- IRA Withdrawal Request Form
- IRA Deposit Slip
- 5305 SEP Form
Deposits and Withdrawals
Updating your account
- Day-trading Agreement
- Duplicate Confirm & Statement Request
- IRA Beneficiary Form
- Margin Agreement
- Option Agreement
- Address Change
- Transfer on Death Agreement ($50 fee)
- Change of Strategy Form
Legal entity forms
- Certificate of Non-Incorporated Association
- Certificate of Partnership
- Certificate of Sole Officer
- Certificate of Trust Form
- Corporate Resolution
- Investment Club Trade Authorization
- LLC Resolution
- Sole Proprietorship Form
Other Forms
- Account Closing Request
- Associated Person Form
- Duplicate Confirm & Statement Request
- Letter of Authorization for Wires
- Letter of Authorization for Journals
- Limited Trade Authorization
- W-8BEN (Certificate of Foreign Status)
- W-9 (Request for Taxpayer ID Number)
- Website Householding Request
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