Supplemental Forms

Sub-Account Request Form

Creating a sub-account within an account

Address Change Form

Form for notifying ADMIS of an address change – to be completed by Customer

Power of Attorney

Power of Attorney for Managed Accounts

Revoke POA Form

Form for notifying ADMIS of an address change – to be completed by Customer

Owner Identification Supplement

All Legal Entities must complete

Controller Identification Supplement

All Self-Directed Legal Entities

Trust Indemnification

All Legal Entities must complete

EFRP Statement

Exchange For Related Positions Acknowledgement form

DBA Representation Letter

“Doing Business As” form

Security Hedge Agreement Form

Security Agreement & Assignment

Security Agreement Termination

Terminating a Security Agreement

Hedge Acknowledgement Form

Creating a sub-account within an account

Proprietary Funds Acknowledgement Letter

All Self-Directed Legal Entities must complete

Proprietary Funds Acknowledgement Letter – for Individual or Joint Account

Required for Individuals whose occupation or nature of business is financial or investments

Bank Reference Letter

Required for all foreign legal entities as part of AML due dilligence

Shareholder’s Listing

Authorization to open account

Personal Guarantee

Personal Guarantee letter

Statements By E-Mail

Receive Customer Statements and info via E-Mail

Corporate Resolution

Authorization for designated persons to sign & open a Corporate futures account

Limited Liability Company Authorization

Authorization for designated persons to sign & open an LLC futures account

Partnership Authorization

Authorization for designated persons to sign & open a Partnership futures account

Account Transfer Form

Instructions to transfer account to ADMIS

W-9 Form

Tax document for US Persons and Entities

Foreign Legal Entities Tax Form (8BEN-E)

Tax form for foreign legal entities only

Foreign Individual Tax Form (W-BEN)

Tax form for foreign individuals only

Instructions for form W-8BEN

Instructions for Foreign Tax Form W8-BEN

MiFID II Legal Entity ID Form

Needed for Legal Entities trading on European markets

Risk Disclosure Statement

Disclosure Statement

Privacy Policy Notice

How ADMIS safeguards your information