Get the free Sub-Account Authorization & Application Form

This document serves as an application for sub-account authorization, allowing stockholders to redeem shares and manage investments in the Tax Exempt Proceeds Fund, Inc.

How to fill out sub-account authorization application form

How to fill out Sub-Account Authorization & Application Form

1. Obtain the Sub-Account Authorization & Application Form from the relevant institution's website or office.
2. Carefully read the instructions provided on the form.
3. Fill out the personal information section with the required details, including your name, contact information, and any identification numbers if necessary.
4. Specify the type of account for which the sub-account is being requested.
5. Provide details of the primary account holder if you are applying for a sub-account under their account.
6. Indicate the permissions you are requesting for the sub-account, such as trading authorization.
7. Review all filled information for accuracy and completeness.
8. Sign and date the form where indicated.
9. Submit the completed form to the appropriate office or authority as specified in the submission guidelines.

Who needs Sub-Account Authorization & Application Form?

1. Individuals or entities looking to create a sub-account under an existing primary account.
2. Traders who require separate accounts for different strategies or customers.
3. Financial institutions that support sub-account structures for their clients.

People Also Ask about

What does a main account mean?

Main Account means the primary deposit account maintained by a company at a Depository Bank.

What is a sub-account under the main account?

A sub-account is a smaller, nested account within a larger primary account. It is a compartmental attribute to categorize and manage funds for different purposes. A primary account can have more than one sub-account, each serving a distinct function.

What is the difference between a main account and a sub account?

A main account, or a primary account, is an individual or business's primary financial account. Sub-accounts are smaller, separate accounts nested within the main account, used for specific purposes like savings, expenses, or investments.

Why does my mortgage have a sub-account?

Your mortgage may be a combination of different repayment methods with different interest rates over different mortgage terms. If so, your mortgage will be split into multiple parts called sub-accounts.

What is a sub account in trading?

Sub-accounts are a powerful feature that enable to you to trade through multiple accounts. Sub-accounts are separate from your "Main" account. Each sub-account on Delta Exchange has independent balances, margin and positions and can trade independently.

What does a sub-account mean?

Your main bank account is often called your primary account, while a sub-account is an “account within an account.” It's possible to make it so only particular people have access to this account, or that it's only used for specific purposes. Sub-accounts can hold funds, just like a primary account.

For pdfFiller’s FAQs

What is Sub-Account Authorization & Application Form?

The Sub-Account Authorization & Application Form is a document used to authorize the creation of a sub-account under a primary account, allowing for separate management and tracking of transactions.

Who is required to file Sub-Account Authorization & Application Form?

Typically, individuals or entities that wish to create a sub-account under a primary account are required to file the Sub-Account Authorization & Application Form.

How to fill out Sub-Account Authorization & Application Form?

To fill out the form, provide the necessary personal or business information, specify the details of the sub-account being created, and provide any required signatures or authorizations.

What is the purpose of Sub-Account Authorization & Application Form?

The purpose of the form is to ensure that proper authorization is obtained for the creation of a sub-account, to maintain financial and operational integrity among accounts.

What information must be reported on Sub-Account Authorization & Application Form?

Typically, the form must report details such as the primary account holder's information, sub-account details (like account name and purpose), and supporting documentation or identification, if required.