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TRANSFER REQUEST FORM NonQualified Accounts(888) 205 6036(505) 212 0494operations@horizontrust.comHorizon Trust Correspondence, PO BOX 27068, Newark NJ 07101PART 1. CUSTODIAL ACCOUNT TRANSFER AUTHORIZATION
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How to fill out non qualified account application

01
Step 1: Obtain a non qualified account application form from the respective financial institution.
02
Step 2: Read the instructions provided with the application form carefully to understand the requirements and procedures.
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Step 3: Fill out personal information section, which typically includes name, address, contact details, and social security number.
04
Step 4: Provide employment information, such as current occupation, employer's name, and duration of employment.
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Step 5: Specify the primary purpose and expected use of the non qualified account.
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Step 6: Declare any relevant financial information, including assets, income, and liabilities.
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Step 7: Review the completed application form for accuracy and completeness.
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Step 8: Sign and date the application form.
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Step 9: Attach any required supporting documents, such as identification proof, address proof, or income verification.
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Step 10: Submit the filled-out application form along with the necessary documents to the designated authority of the financial institution.
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Step 11: Await further instructions or contact from the institution regarding the status of your non qualified account application.
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Step 12: Once approved, follow the provided instructions to activate and start using your non qualified account.

Who needs non qualified account application?

01
Individuals who do not meet the eligibility criteria for a qualified account often need to fill out a non qualified account application.
02
Non qualified accounts may be necessary for individuals with unique financial circumstances, such as high net worth individuals, non-U.S. residents, or those with irregular income sources that do not qualify for traditional accounts.
03
Specific eligibility requirements and criteria for non qualified accounts may vary between financial institutions.
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A non-qualified account application is a form used to open investment accounts that do not meet the requirements to qualify for special tax benefits under the Internal Revenue Code, typically used for retirement accounts.
Individuals or entities that wish to open a non-qualified investment account for personal or business use are required to file a non-qualified account application.
To fill out a non-qualified account application, provide required personal or business information, financial details, investment objectives, and sign the documents as required by the financial institution.
The purpose of a non-qualified account application is to establish an investment account that can accept a wider range of investments without the tax advantages of qualified accounts.
The application typically requires personal identification, tax identification number, financial status, investment objectives, and acknowledgment of various terms and conditions.
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