Corporate Account  
LLC Account  
Trust Account  
Estate Account  
SEP IRA **  
Coverdell Education Savings Account **  
UTMA/UGMA Account ***  

* If you wish to apply for Margin and/or Option trading, please submit a Margin Agreement and/or Option Agreement
** Not applicable for Margin
*** Not applicable for Margin/Option trading

SogoTrade ACAT Account Transfer Form  
Account Transfer Reimbursement Request Form  

ACH Bank Relationship Setup Instruction  

Transferring Funds Through ACH  

Wire Deposit Instructions  

Domestic Wire Request Form  

International Wire Request Form  

Check Deposit Instruction  

Check Request Form  

IRA Distribution Form  

ROTH IRA Distribution Form  

Required Minimum Distribution Form (RMD)  

IRA Deposit Slip  

Affidavit Of Sole Ownership 

Change of Address Form 

Internal Transfer form 

Irrevocable Stock Power Form 

Joint Account Agreement (With Rights of Survivorship) 

Limited Trading Authorization Form 

Margin & Short Account Agreement ( Use this form for Margin Upgrade Request)  

Option Agreement 

Request for Removal of "Pattern Day Trader" Status 

Transfer on Death Beneficiary Designation Form 

U.S. Residency Explanation Form 

W-8BEN Form 

W-9 Form 

Worthless Securities Letter