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What is AMA Additional Owner Form

The Additional Owner Application for Asset Management Account is a business form used by financial institutions to add a co-owner to an existing asset management account.

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Who needs AMA Additional Owner Form?

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AMA Additional Owner Form is needed by:
  • Co-Owners looking to add a partner on their asset management account
  • Spouses of Co-Owners wishing to consent to account changes
  • Financial Advisors managing client investment accounts
  • Branch Office Managers overseeing account registrations
  • Businesses needing to register an additional owner on company investment accounts

How to fill out the AMA Additional Owner Form

  1. 1.
    Start by accessing pdfFiller and search for 'Additional Owner Application for Asset Management Account (Form E1925)'. Click to open the document.
  2. 2.
    Review the introductory sections to understand the form's purpose and required information.
  3. 3.
    Gather necessary personal details for the co-owner including their full name, date of birth, and contact information before you begin filling out the form.
  4. 4.
    Using pdfFiller's interface, navigate to each field and input the required information accurately. Ensure to include all relevant employment details and investment experience.
  5. 5.
    Pay careful attention to the checkbox options, as well as any instructions related to spousal consent and signature requirements.
  6. 6.
    Once all sections are filled, review the form for any errors or omissions. Make sure all necessary signatures from the co-owner, financial advisor, and branch office manager are included.
  7. 7.
    Finalize your document by saving your work. Options to download as a PDF or submit electronically are available through pdfFiller.
  8. 8.
    Choose to save your form on pdfFiller for future references or submit it directly to the designated financial institution as per their guidelines.
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Contact Support
Any current owner of an asset management account wishing to add a co-owner must complete this form, along with the co-owner and financial advisor.
You will need personal identification details, employment history, and spousal consent if applicable. Make sure all information is accurate before submission.
You can submit the form electronically through pdfFiller or download it and send it directly to the financial institution where the account is held.
Typically, there are no fees for submitting this form; however, any associated fees with maintaining the asset management account will apply.
If you notice any mistakes after submission, contact your financial institution immediately to discuss corrections or re-submission procedures.
Processing times can vary by institution, but you should typically allow 3-5 business days for your application to be processed.

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