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Rep No.: Rep Name: TRADITIONAL IRA AND ROTH IRA ACCOUNT APPLICATION Please use this form to establish a Traditional IRA or Roth IRA. Identity Verification Information: To help the government fight
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Rep name stands for representative name, which is the name of the individual or entity representing a person or organization.
The person or organization being represented is required to file the rep name.
To fill out rep name, provide the legal name or registered name of the representative individual or entity.
The purpose of rep name is to identify the authorized representative of a person or organization.
The information that must be reported on rep name includes the full legal name and contact information of the representative.
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