Forms

For your convenience, Glen Eagle has provided access to the following retail account forms in PDF format. In order to view/download the attached forms, you will need Adobe Acrobat Reader (click here to download Adobe Acrobat Reader).

• New Account Form - Use the New Account Form to open a brokerage account with Glen Eagle. This form must be completed when opening any account with Glen Eagle.


• Joint Account Agreement - Use this form to establish a joint account in which each joint owner acknowledges the other’s right and ability to act on behalf of the account. NOTE: This form is not required for ProCash Plus Accounts.


• Margin Agreement - Use this form to establish an account for margin trading (approval required.)


• Pro Cash Plus Account Agreement - This agreement provides the terms and conditions of a ProCash Plus asset management account.


• Pro Cash Plus Account Application - Use this application to open a ProCash Plus asset management account.


• Brokerage Account Transfer Form (ACAT) - Use this form to transfer (either partially or in full) assets held at another organization into an account at Glen Eagle. This form can also be used to request the rollover of assets from a Qualified Retirement Plan (QRP) into an IRA or another QRP.


• Transfer on Death Account Agreement (Individual) - Use this form to authorize the designation of an individual account with Transfer on Death.


• Transfer on Death Account Agreement (Joint) - Use this form to authorize the designation of a joint account with Transfer on Death.


• Form W-8BEN - Use this form for non-U.S. citizens (in addition to the New Account Form). Note: all parties on an account must complete a W-8.

« Back to Advisor Login