Type of ownership Clause Samples
Type of ownership. (You must check one box) Individual Custodian for Tenants in Common Uniform Gifts to Minors Act of the State of: __________ Joint Tenants with rights of Survivorship Corporation (Inc., LLC, LP) – Please List all officers, directors, partners, managers, etc.: Partnership (Limited Partnerships use “Corporation”) Trust Community Property Other (please explain)
Type of ownership. ☐ Individual ☐ Joint ☐ Institution
Type of ownership. If the Subscriber is individual: If the Subscriber is not an individual: ☐ Individual ☐ Joint Tenant ☐ Tenants in Common ☐ Community Property If interests are to be jointly held: Name of the Joint Subscriber: Social Security Number of the Joint Subscriber: Check this box if the securities will be held in a custodial account: ☐ Type of account: EIN of account: Address of account provider:
Type of ownership. (You must check one box)
Type of ownership. [ ] Individual [ ] Joint [ ] Institution
Type of ownership. (You must check one box)
a. Individual f. ____ Joint Tenants with Rights of Survivorship
b. Tenants in Common g. ____ Custodian for _____________________________________
c. Community Property h. ____ Uniform Gifts to Minors Acts of the State of _______________
d. Partnership i. ____ Corporation (give name and state of incorporation) ___________________________
e. Trust j. ____ Other (explain) _____________________________________________________
Type of ownership. (You must check one box)
1. [ ] Individual 6.[ ] Joint Tenants with rights of Survivorship
2. [ ] Tenants in Common 7.[ ] Custodian for
3. [ ] Community Property 8 [ ] Uniform Gifts to Minors Act of the State
4. [ ] Partnership 9.[ ] Corporation
5. [ ] Trust 10.[ ] Other (explain)
Type of ownership. (Select only one.)
Type of ownership. If the Subscriber is individual: If the Subscriber is not an (Official Capacity or Title, if the Subscriber is not an individual) (Name of individual whose signature appears above if different than the name of the Subscriber printed above.) (Subscriber’s Residential Address, including Province/State and Postal/Zip Code) Taxpayer Identification Number (Telephone Number) (E-Mail Address) ☐ Individual ☐ Joint Tenant ☐ Tenants in Common ☐ Community Property If interests are to be jointly held: Name of the Joint Subscriber: Social Security Number of the Joint Subscriber: Check this box if the securities will be held in a custodial account: ☐ Type of account: EIN of account: Address of account provider:
Type of ownership. Individual
