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New Account Cover Sheet
New Account Cover Sheet
You must return this sheet before we can open your account.
Date submitted
03/01/2022
Based on the information you provided, you must send us the following
documents to complete opening your account:
This new account cover sheet
IRS Form W-9 (if you did not enter the Social Security Numbers
correctly for all applicants)
A copy of your Social Security card or Individual Taxpayer Identification
Number (ITIN) card
A copy of a government-issued ID, such as your current driver's license,
passport, or visa
Questions?
Call us at 800-454-9272.