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Access to Worldwide Opportunities
Business is increasingly dependent upon occurrences abroad, and it is critical that your financial plan evolves accordingly. Spartan Capital’s strong U.S. and international relationships enhance our ability to tailor your investments within the changing global economy. Our international vision allows the Spartan Capital team to maximize our clients’ returns.
Forms
The forms below are in PDF format. You will need a PDF reader to view the forms. Click here to download a free version of Adobe Acrobat Reader
Account Transfer FormCertification of Investment Powers – Corporate/Partnership Accounts
Certification of Investment Powers – Trust Accounts and Qualified Plan Accounts
Client Margin Account Agreement and Application
Corporate Resolution
Custodial IRA Adoption Agreement
Custodial Roth IRA Adoption Agreement
Custodial Simple IRA Participant Adoption Agreement
Distribution Request Form – IRA/SEP/ROTH/SIMPLE
Dollar Write-Off Letter
Incoming Wire Transfer Instructions
IPO Certification
Irrevocable Stock or Bond Power Form
Joint Account Agreement-Community Property
Joint Account Agreement-Rights of Survivorship
Joint Account Agreement-Tenants in Common
Letter of Invitation-United Kingdom
New Account Form
Options Client Agreement and Approval Form
Standard Checking Application
W-8BEN Form
W-9 Form