Forms & Agreements
For your convenience, you can download forms from this site. Forms are in Adobe
Acrobat Reader PDF format. For actual descriptions of the forms click on the
for the form
nature. You need to have Acrobat Reader installed on your computer to view and print
these forms.
Download Adobe Acrobat Reader now!
Please send all IRA withdrawal or transfer requests to:
H&R Block Financial Advisors
ATTN: Retirement Services
719 Griswold Street, Suite 1700
Detroit, MI 48226-3318
Fax 313-628-1492
For security purposes, we do not accept written trade instructions. You must contact
your financial advisor or contact our Investor Center at 1-866-295-7912 to liquidate
the positions in your account.
For all other requests:
H&R Block Financial Advisors
Investor Center
PO Box 32310
Kansas City, MO 64171-5310
Fax number 816-504-1570
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Download a form/application
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Applications
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Cash Management Features Application
Investors Account Application
IRA Application
IRA Application - Educational
Option Acount Application
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Transfer Forms
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Account Transfer
Account Transfer Form-Partial
Request to Journal Funds/Securities
Smartwire Form
IRA On-Demand Distributions Form
Wire Transfer
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Investment Account
Forms
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Certificate Delivery with Ownership Transfer
Change of Address Form
Direct Deposit Form
Dividend & Bond Interest Autopay
Fee Schedule
Mutual Fund Systematic Withdrawal
Periodic Distribution Form
Risk Disclosure Statement (options)
Stock/Bond Power Request
Systematic Investing (Mutual Fund Automatic Investing Form)
Third Party Release Form
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IRA Forms
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Change of Beneficiary Form
Deposit Slips - Express Accounts
Easy IRA - Account Transfer Form
Express IRA Direct Deposit Form
Express IRA Rescission
IRA Autopay Request
IRA Rollover Authorization
IRA Withdrawal Form
Retirement Plan Direct Rollover Authorization
Roth IRA Service Request
SEP-IRA
Traditional IRA to Roth IRA Conversion/Rollover Authorization
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Corporate & Partnership
Agreements
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Corporate Cash Account
Corporate Resolution
Margin and Option Agreement
Partnership Account Agreement
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Sole Proprietorship
& Investment Clubs
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Affidavit of Sole Ownership
Investment Club Cash Account
Non-Corporate Resolution
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Trust Accounts
& Other Legal Forms
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Acknowledgement of Disability
Affidavit of Domicile
Amendment of Clarification of Revocable Living Trusts
Certification of Trust & Investment Powers
Form W-8BEN
Form W-9
Gifting Form
Power of Attorney Certification
Transfer on Death Account Agreement
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Agreements (Download
for your Records)
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Client Guide & Investors Account Agreement
NYSE/NASDAQ
Online Service Agreement
Online User Guide
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Account Management
Forms
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Household Authorization Form
Letter of Authorization for Duplicate Statements
Trading Authorization Form
