Brokerage Forms

Brokerage

Open a brokerage retirement account
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Brokerage Retirement Plan Trust Account Application
Choose American Century Investments as the investment vehicle for your existing retirement plan. Please review the Customer Agreement, and service, expense and fee disclosure information, as required by Section 408(b)(2) of the Employee Retirement Income Security Act of 1974 (ERISA).
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Brokerage Rollover IRA Application
Open a Rollover IRA account online in about 15 minutes. Please review the Disclosure Statement and Custodial Agreement, Customer Agreement and Brokerage Fees and Commissions flier.
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Brokerage Roth IRA Application
Open a Roth IRA account online in about 15 minutes. Please review the Disclosure Statement and Custodial Agreement for Roth IRA, Customer Agreement and Brokerage Fees and Commissions flier.
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Brokerage Roth IRA Conversion
Convert your existing American Century® Brokerage Traditional, Rollover, SEP or SIMPLE IRA to an existing American Century Brokerage Roth IRA.
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Brokerage SEP IRA Application
Open a SEP IRA account. Please review the Disclosure Statement and Custodial Agreement, Customer Agreement and Brokerage Fees and Commissions flier.
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Brokerage SIMPLE IRA Application
Open a SIMPLE IRA account. Please review the Disclosure Statement and Custodial Agreement, Customer Agreement and Brokerage Fees and Commissions flier.
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Brokerage Traditional IRA Application
Open an IRA account online in about 15 minutes. Please review the Disclosure Statement and Custodial Agreement for Traditional/SEP IRAs, Customer Agreement and Brokerage Fees and Commissions flier.
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Brokerage Beneficiary Roth IRA Application
Open a beneficiary Roth IRA account. Please review the Customer Agreement and Brokerage Fees and Commissions flier as well as the appropriate IRA information:

Disclosure Statement and Custodial Agreement for Roth IRA

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Brokerage Beneficiary Traditional IRA Application
Open a beneficiary Traditional IRA account. Please review the Customer Agreement and Brokerage Fees and Commissions flier as well as the appropriate IRA information:

Disclosure Statement and Custodial Agreement for Traditional IRA

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Brokerage Transfer Form
Transfer assets from other firms to American Century Investments.
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Guide to Your American Century Brokerage Account
Understand your brokerage services.
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Open a brokerage account
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Broaden Your Investing Horizons
Understand your brokerage account choices.
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Brokerage Account Application - Individual or Joint
Open an account online in about 15 minutes. Please review the Customer Agreement and Brokerage Commissions and Fees flier.
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Brokerage Business Application
Open a business account. Please review our Customer Agreement and Brokerage Commissions and Fees flier. For a corporate account, provide a certified copy of your Articles of Incorporation. For partnerships, provide a copy of your partnership agreement. For limited liability companies (LLC), provide a copy of your Operating Agreement or other charter documentation. Other entities, attach a copy of your organization's charter documents or other legal documentation.
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Brokerage Estate or Trust Account Application
Open an estate or trust account. For a trust account, also complete and return the Brokerage Trustee Certification of Investment Powers form. Please review the Customer Agreement and Brokerage Commissions and Fees flier.
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Brokerage UGMA/UTMA Account Application
Open a UGMA/UTMA account. Please review the Customer Agreement and Brokerage Commissions and Fees flier.
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Brokerage Transfer Form
Transfer assets from other firms to American Century Brokerage.
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Guide to Your American Century Brokerage Account
Understand your brokerage services.
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Change something on my brokerage account
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Brokerage CheckWriting Service Authorization
Add the CheckWriting service to your brokerage account.
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Brokerage Corestone Account® Application
Upgrade your existing standard account to a Corestone Account.
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Brokerage Debt Instrument Election and Accrual Method Update Instructions
Elect amortization and accrual methods for fixed income investments.
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Brokerage Disposal of Security with Insignificant Value
Remove stocks valued under $50 that cannot be traded in the market.
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Brokerage Investment and Redemption Form
Invest or redeem from your account automatically or on a one-time basis.
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Brokerage IRA Designation of Beneficiary
Designate primary and secondary beneficiaries.
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Brokerage IRA Distribution
Request a distribution from your Traditional, Roth, Rollover or SEP IRA.
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Brokerage Irrevocable Stock or Bond Power
Transfer ownership of a certificate to American Century® Brokerage's clearing agent.
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Brokerage Notice of Name Change
Notify American Century Investments that your legal name has changed. To update your bank information, complete the Brokerage Investment and Redemption Form. To order checks with your new name, complete the Brokerage CheckWriting Service Authorization form.
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Brokerage Trading Authorization
Specify trading authorization for an agent. New York residents should contact a Brokerage Investment Specialist to obtain the correct form.
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Brokerage Transfer Form
Transfer assets from other firms to American Century Brokerage.
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Brokerage Transfer on Death Account Agreement - Individual
Designate the transfer of assets from your brokerage account to your designated beneficiary or contingent beneficiary upon your death.
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Brokerage Transfer on Death Account Agreement - Joint Tenant
Designate the transfer of assets from your brokerage account to your designated beneficiary or contingent beneficiary upon your death.
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Brokerage Trustee Certification of Investment Powers
Complete this form when establishing a trust, estate or other non-trust fiduciary brokerage account.
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Brokerage Direct Deposit Authorization
Set up a deposit directly from your paycheck to your brokerage account.
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Brokerage Margin Feature Authorization
Add the margin feature to your account.
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Brokerage Request for Disposition of a Nontransferable Security
Remove stocks or bonds from your brokerage account that have no value or deemed nontransferable.
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Brokerage Security Cost Basis Form
Provide cost basis information for the securities that you are transferring from another financial institution.
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