Rosenthal Collins Group

Downloadable Forms

• Individual / Joint Account Forms
• Entity Accounts

Request Account Forms

Additional Account Documents

• Account Transfer Authorization
• Account Information Change Form
• Authorization for Direct Payment via ACH
• Additional Risk Disclosure
• Guaranty and Indemnification
• Hedge Account Certification
• Letter of Direction
• New Customer Signature Page (Individual)
• New Customer Signature Page (Entity) 
• Limited Power of Attorney
• Personal Funds Letter
• Proprietary Funds Letter
• Related Account Authorization
• Beneficial Owners Page (Entity Only)
• OCR Form (Entity Only)

Customer Segregated Funds Report