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Hi this is a webinar which will take you through the application process of opening an IRA brokerage account with cottage okay, so first we have to select the type of counter is we're going to open, and you do that by ticking the appropriate box here this next box will always be completed by ourselves, so you can just leave this box blank and then this box just requires the applicants personal details it's quite self-explanatory bar just point out a couple of things always put your primary physical address here and if it's okay for any mail to be sent to this address just tick this box here now if there's a separate mailing address you would like to use you still need to complete the primary physical address box but instead insert the mailing address your preferred mailing address in this box and instead tick this box here now please also always put your email address in here this is the preferred mailing method that's got trade used send statements and trade confirmations to yourself the rest of it is fairly self-explanatory, so it will move on okay so on this form first it just asks you a few questions at the top quite self-explanatory, but I'm just going to run over this question here and just reiterate what exactly is a control regarded to be a control person okay so a control Pearson is anybody who has ten percent or more shareholding in a public company so if you have a private limited private company yourself this won't be applicable or if you are a company director of any public company or an officer of that company who has the ability to make policy changes that will mean you're a control person, so you will need to take yes here, and I should just point out if your spouse is any other proceeding that will also regard p will also regard you as control in person so if your spouse is any of the company directors which I just mentioned it will also need to take yes here now if you have ticked yes to any of the above questions the affiliation details will need to be completed here this message here this is just to remind you that statements and trade confirmations are emailed to you free of charge and this is the mandatory set up if you would like them post to you instead you'll need to log on to your account online and follow the instructions here this box is just if you're too ham requiring a co federal or custodial IRA account and this box is for any individual who's completing this form because their employer runs a what's known as a simple IRA pension scheme this section of the form requires you to designate any beneficiaries of the IRA so for inheritance purposes you need to give details of any beneficiaries and select if they are primary beneficiary or contingent beneficiaries and the subsequent percentage of Sharon split between the primary beneficiaries as a group and the contingent beneficiaries as a group please make sure you read this box at this point I will point out that you should take professional tax advice when selecting...
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