Get the free Securities Instruction / Authorization Form - Virginia Baptist Foundation - vbfinc

Securities Instruction / Authorization Form 1. Send this form (not a copy) to the broker or firm holding your securities using the postage-paid envelope provided. 2. All registered owners of the securities

How to fill out securities instruction authorization form

How to fill out securities instruction authorization form:

1. Begin by obtaining the securities instruction authorization form from your financial institution or brokerage firm. This form is typically used to authorize specific actions regarding your securities accounts, such as buying or selling securities, transferring funds, or changing account settings.
2. Fill in your personal information accurately and completely. This usually includes your name, address, phone number, email address, and account number. Make sure to provide all the required details as indicated on the form.
3. Indicate the specific instructions you want to authorize. This may include selecting the type of transaction (buying, selling, transferring), specifying the securities involved, indicating the quantity or amount, and providing any other relevant details regarding the desired action.
4. Review the terms and conditions section thoroughly. This section typically outlines the rights and responsibilities of both the account holder (you) and the financial institution or brokerage firm. Make sure to carefully understand and agree to these terms before proceeding.
5. Sign and date the form. Your signature confirms that you have read and understood the contents of the authorization form, and that you agree to the terms and instructions provided. Ensure that your signature matches the one on file with your financial institution or brokerage firm.

Who needs securities instruction authorization form:

1. Investors who want to have control over their securities accounts and authorize specific actions related to their investments may need to fill out a securities instruction authorization form. This form allows you to provide instructions to your financial institution or brokerage firm regarding the management of your securities holdings.
2. Individuals who wish to delegate investment decisions or grant authority to another person or entity to carry out transactions on their behalf also require a securities instruction authorization form. By completing this form, you grant the designated individual or entity the power to act according to the specified instructions.
3. In certain cases, financial professionals, such as registered investment advisors, may require clients to complete a securities instruction authorization form to ensure that investment decisions and actions align with the client's goals and preferences. This form helps facilitate clear communication and documentation of the client's investment instructions.

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