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Reset Form Print Form SIGNATURE PAGE Thank you for opening a Scot trade account. Please complete this form and mail it back to your local branch office in the envelope provided. Please note a separate
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How to fill out signature page - scottrade
How to fill out signature page - Scottrade:
01
Obtain the signature page form from Scottrade either by downloading it from their website or requesting it from their customer service.
02
Read the instructions provided on the signature page form carefully to understand the requirements and guidelines for filling it out.
03
Fill in your personal information accurately and completely, including your full name, date of birth, Social Security number, and contact information.
04
Review any additional information or declarations that need to be provided on the signature page and fill them out accordingly.
05
Sign the signature page using your full legal signature. Make sure the signature is clear and legible.
06
If required, have the signature page notarized by a licensed notary public. Follow the notary's instructions for the notarization process and provide any necessary identification or documentation.
07
Once the signature page is complete, make a copy of it for your records before submitting the original to Scottrade. Retaining a copy helps ensure you have a backup in case of any issues or discrepancies in the future.
08
Follow any additional instructions provided by Scottrade for submitting the signed signature page. This may include mailing it to a specific address or uploading it electronically through their online platform.
Who needs signature page - Scottrade:
01
Individuals who are opening a new Scottrade brokerage account are generally required to fill out and submit a signature page.
02
Existing Scottrade account holders may also be requested to complete a signature page for specific purposes such as updating account information, authorizing account transfers, or adding additional account holders.
03
It is advisable to check with Scottrade directly or refer to their account opening or account maintenance documentation to determine if and when a signature page is required for your specific situation. The need for a signature page may vary depending on the nature of the transaction or account activity.
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