Fillable Standing Authorization To Transfer Assets Form printable pdf download

*SF9300*

Standing Authorization to Transfer Funds

This is an ongoing authorization to transfer funds from your non-IRA Scottrade

SF9300/5-16

account as requested below.

I hereby authorize Scottrade to initiate transfers from this Scottrade ® account identified in Box 1 below pursuant to these instructions. By completing and signing this form, I (i) am

authorizing Scottrade to honor requests for future, on-demand disbursements from the Scottrade ® account listed in Box 1 without my subsequent signature, if the transfers do not

deviate from the type of withdrawal or recipient specified on this form, and (ii) hereby authorize Scottrade to initiate adjustments for any transfers credited or debited in error. This

authority will remain in effect until I notify Scottrade in writing to cancel this authorization and Scottrade has a reasonable opportunity to make the necessary changes to my

account.

1. SCOTTRADE ACCOUNT INFORMATION: (Funds will be withdrawn from the following non-IRA Scottrade Brokerage or Bank account(s))

Scottrade Account Number

Scottrade Account Title (Name on Account)

Telephone Number

2. WITHDRAWAL PARAMETERS (if applicable):

Start Date:

Expiration Date:

*if no dates are selected, these instructions will be considered valid from initial processing until your written notice to cancel is received

3. ALTERNATE PAYEE CHECK REQUEST INSTRUCTIONS: (Applicable for Scottrade Brokerage accounts only- for overnight delivery fees apply)

Mail to the following alternate payee/address (include payee's full name and complete address)

4. WIRE TRANSFER INSTRUCTIONS: (Fees will apply - see below. International wire transfers only available for Scottrade Brokerage Accounts)

Name of Receiving Bank or Financial Institution

Receiving Bank's Routing Number (9-digits) or SWIFT Code

Complete Bank Address:

Recipient's Account Title at the Bank or Financial Institution

("Same" and "Self" are not acceptable)

Recipient's Account Number at the Bank or Financial Institution Recipient's Street Address (Please No P.O. Boxes)

City (or Province/Country)

State

ZIP Plus 4

Relationship to Recipient (If other than "self", include reason for request):

Reason for Request:

FOR FURTHER CREDIT (if applicable): Account Title and Number at Receiving Institution and Recipient's Street Address (City, State, Zip Plus 4)

5. INTERNAL TRANSFER INFORMATION: (Funds transfers from the Scottrade Account in Box 1 to the following Scottrade account(s))

Scottrade Account Number

Title of Receiving Scottrade Account

Scottrade Account Number

Title of Receiving Scottrade Account

Scottrade Account Number

Title of Receiving Scottrade Account

Please note that if you are wiring to a third party or international recipient, a valid, non-expired, government-issued ID must be submitted with the request.

I acknowledge that this authority will remain in effect until cancelled by me in writing. I understand I can submit my written notice to cancel these instructions to Scottrade, Inc. at P.O. Box

31759, St. Louis, MO 63131-0759 at any time. I further acknowledge that (i) fees will apply with any check request or wire transfer and I am aware of, and accept, the amounts of those fees,

which have been made available to me for my review at (ii) failure to provide authorized account holder(s) signatures may cause a delay in a transfer; (iii) if the account

does not have sufficient funds to cover any requested transfer, Scottrade may not complete the withdrawal; (iv) If Scottrade receives my payment order after the end of the applicable processing

day cutoff time, or on a Saturday, Sunday or holiday, it may be processed on the next funds-transfer business day; (v) for security purposes, Scottrade shall require successful verification of any

transfers prior to processing a request, and as such I am responsible for maintaining current contact information on my account; (vi) for wires, intermediary and receiving institutions may charge

additional fees and I could lose the entire transfer amount if account number or routing number information is incorrect.

In conjunction with cancellation or change requests initiated by me, I agree to hold Scottrade harmless from all claims, losses, actions and damages, if Scottrade attempts (successfully or

otherwise) to comply with my cancellation or change request. I agree to notify Scottrade immediately if I notice any discrepancy involving the posting of my payment order or if I discover a

problem with my transfer. In order to address discrepancies, I must notify Scottrade of the problem and including a statement of the relevant facts, within a reasonable time from the date I first

discover the problem.

I hereby agree to indemnify Scottrade, its affiliates, successors, assigns, officers, directors, agents, and employees, and hold them free and harmless from and to promptly pay Scottrade upon

demand for, any and all losses, liabilities, claims, damages, and costs (including reasonable attorney fees) or financial obligations that may arise as a result of Scottrade's reliance on the

information provided in this document, and from acting upon instructions believed by Scottrade to have originated with me. This indemnity is in addition to, and no way limits or restricts any

rights or responsibilities that have been made under any other agreement between me and Scottrade.

Account Holder's Signature

Date

Joint Account Holder's Signature

Date

Signature Verification via

Application

Signature Page

Scottrade, Inc. - Member

FINRA

and

SIPC