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Trust Company of America Asset Custody Services SELF-DIRECTED INVESTMENT AUTHORIZATION REQUEST General Instructions Section 4: Exchange Instructions Use these instructions to complete the Nontraditional

How to fill out self-directed investment authorization request

How to fill out a self-directed investment authorization request:

1. Start by downloading the self-directed investment authorization request form from your investment provider's website. It is usually available in the forms and documents section.
2. Carefully read the instructions provided with the form. Make sure you understand the purpose and requirements of the authorization request.
3. Begin by providing your personal information such as your full name, contact details, and date of birth. This information is necessary for identification purposes.
4. Indicate the type of account for which you are requesting authorization. Common options include individual, joint, trust, or corporate accounts.
5. Specify the investment options you wish to have control over through the self-directed authorization. This could include stocks, bonds, mutual funds, real estate investment trusts (REITs), or any other eligible investments.
6. If your investment provider offers margin trading or options trading, indicate whether you want to include these features in your self-directed account.
7. In some cases, you may need to provide additional documents or information to support your request. For example, if you are requesting authorization for a corporate account, you may need to provide proof of incorporation.
8. Review the completed form for accuracy and completeness. Ensure that all required fields are filled out and that your signatures are provided where necessary.
9. Keep a copy of the completed form for your records. Submit the original form to your investment provider by following their submission instructions. This could be through mail, email, or an online submission portal.

Who needs a self-directed investment authorization request:

1. Individual investors who want more control and flexibility over their investment decisions may benefit from a self-directed investment authorization request. It allows them to customize their portfolios based on their specific investment goals and risk tolerance.
2. Joint account holders who wish to make investment decisions jointly or individually can also utilize a self-directed authorization request. This allows them to collaborate and make investment decisions that align with their shared or individual financial goals.
3. Trusts and corporate entities that require greater involvement in their investment strategies may also need a self-directed investment authorization request. This enables them to have a direct say in their investment decisions and tailor their portfolios according to their specific needs and objectives.

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What is self-directed investment authorization request?

The self-directed investment authorization request is a form that allows an individual to specify how they want their investments to be managed without the need for approval from a financial advisor.

Who is required to file self-directed investment authorization request?

Individuals who want to take control over their investment decisions and manage their own investments without relying on a financial advisor are required to file a self-directed investment authorization request.

How to fill out self-directed investment authorization request?

To fill out a self-directed investment authorization request, you need to provide information about your investment goals, risk tolerance, and preferred investment strategies.

What is the purpose of self-directed investment authorization request?

The purpose of the self-directed investment authorization request is to allow individuals to have more control over their investment decisions and manage their investments according to their own preferences.

What information must be reported on self-directed investment authorization request?

The self-directed investment authorization request must include information about the individual's investment goals, risk tolerance, investment preferences, and any restrictions or guidelines for managing the investments.