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TRADING AUTHORIZATION P. O. Box 719 Canyon, TX 79015 (800) 486-6888 Fax (806) 655-2530 IRA metals goldstartrust.com For Precious Metals IRA Accounts The Trading Authorization should be completed only

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How to fill out trading authorization form

How to fill out a trading authorization form:

01

Start by obtaining a trading authorization form from your brokerage firm. This form may be available on their website or you may need to request it directly from them.

02

Carefully read and understand the instructions provided on the form. It is essential to follow the guidelines to ensure accurate and efficient processing of your request.

03

Provide your personal details in the designated fields. This typically includes your name, address, contact information, and social security number.

04

Specify the type of account for which you are seeking trading authorization. This can include individual, joint, or corporate accounts, among others.

05

Indicate whether you want full or limited trading authorization. Full authorization allows the authorized person to perform all types of trades on your behalf, while limited authorization restricts certain trading activities.

06

If you wish to grant trading authorization to someone else, provide their full name, contact information, and any relevant identification details required by the brokerage firm.

07

If necessary, specify any additional terms or conditions regarding the trading authorization. This may include limitations on trade sizes, investment strategies, or specific securities.

08

Carefully review the information you have provided to ensure accuracy and completeness. Any errors or missing information may delay the processing of your request.

09

Sign and date the trading authorization form. Some forms may require notarization or the signature of a witness, so make sure to follow the instructions provided.

10

Submit the completed form to your brokerage firm either by mail, fax, or through their online submission portal. Retain a copy of the form for your records.

Who needs a trading authorization form?

01

Individuals who want to grant someone else the authority to make trades on their behalf.

02

Investors who wish to set specific limitations or restrictions on their trading activities.

03

Estate planning purposes, such as granting trading authorization in case of incapacity or death.

04

Businesses or corporations that need to delegate trading authority to authorized individuals within the organization.

05

Investors who require a power of attorney to manage their investment accounts due to physical or mental limitations.

Please note that the specific requirements and procedures for trading authorization forms may vary between brokerage firms. It is important to carefully review the instructions provided by your brokerage firm and seek professional advice if needed.

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What is trading authorization form?

Trading authorization form is a document that gives permission to a third party to make trades on behalf of an account holder.

Who is required to file trading authorization form?

Any individual or entity who wants someone else to trade on their behalf is required to file a trading authorization form.

How to fill out trading authorization form?

To fill out a trading authorization form, one must provide personal information, account details, and specify trading preferences.

What is the purpose of trading authorization form?

The purpose of a trading authorization form is to authorize someone else to make investment decisions and execute trades on behalf of the account holder.

What information must be reported on trading authorization form?

Information such as account holder details, authorized trader details, trading preferences, and limitations must be reported on a trading authorization form.

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