Form Center - StoneX

New Acct Forms

  1. Individual & Joint Account Application
  2. Client Agreement
  3. Margin Agreement
  4. Associated Person
  5. Election of Electronic Delivery

Corporate Forms

  1. Business Account Application
  2. Beneficial Ownership Information
  3. Corporate Resolution
  4. LLC Resolution
  5. DVP New Account Application

Transfers & Deposits

  1. Wire Instruction
  2. ACH Authorization Form
  3. ACAT transfer in
  4. DTC/DRS transfer in
  5. Wire Out / DTC Out / Euroclear Out

W8 Forms / W9 Form

  1. W-8BEN – Foreign Status – Individual/Joint
  2. W-8BEN-E – Foreign Entities – Corporate
  3. W-9 – Taxpayer – Corporate/Individual/Joint
  4. W-8 BEN/BEN-E & W-9 instruction in Chinese (Reference Only) 填写中文指引

Non-U.S. & Other Forms

  1. Foreign Account Section 312 Form (individual)
  2. Foreign Account Section 312 Form (entity)
  3. Certification for Foreign Bank Account Holder
  4. List of Authorized Traders (DVP account)
  5. IPO Disclosure and Certificate
  6. Open New Account Instruction (EN & CN)