Friday, May 26, 2017
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GAMMA Forms

GAMMA FORMS

To download and print a form, click the PDF icon ( pdf logo ). To sign and submit a form electronically, click the Adobe Sign icon ( adobe logo ).

GAMMA FORMS (GoldStar Asset and Money Management Account)

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
GAMMA Account Agreement GAMMA Custodial Account Agreement, Fee Schedule and Disclosure Statement pdf Icon n/a
GAMMA Trading Authorization Authorize an Account Representative. pdf Icon n/a
GAMMA New Account Transfer Kit GAMMA Custodial Account Agreement, GAMMA Trading Authorization, GAMMA Transfer and Fee Schedule pdf Icon n/a
TRANSFER FUNDS
GAMMA Custodial Account Transfer Transfer non-qualified funds from another custodian to a GAMMA. pdf Icon n/a
PURCHASE OR LIQUIDATE ASSETS
GAMMA Investment Authorization Direct an investment. pdf Icon n/a
GAMMA Bond Transfer Power Re-register bonds TO a GAMMA account. pdf Icon n/a
GAMMA Assset Re-registration Request Re-register bonds FROM a GAMMA account. pdf Icon n/a
DEOPOSIT FUNDS
Deposit Coupon Mail this coupon with a contribution check. pdf Icon n/a
One-Time Bank Draft Request Add funds to your account via ACH (one time). pdf Icon Eco Icon
Recurring Bank Draft Request Add funds to your account via ACH (once a month). pdf Icon Eco Icon
WITHDRAW FUNDS
GAMMA Withdrawal Request Request a cash withdrawal from your GAMMA. pdf Icon n/a
GAMMA Direct Deposit / ACH Authorization Link an external bank account to receive withdrawals via ACH. pdf Icon n/a
Wiring Instructions (for your bank) To request a wire ($25 fee), include this form with a Withdrawal Authorization. pdf Icon n/a
EDIT ACCOUNT INFORMATION
Change of Address Update your mailing address pdf Icon Eco Icon
Legal Name Change Request Change the legal name on your account. pdf Icon Eco Icon
Third Party Authorization Authorize a third party to view and discuss your account information. pdf Icon n/a

FDIC NOTICE: IRA and/or Bond investments represented on this website are not FDIC-insured, are not guaranteed by GoldStar Trust Company, and involve risk including possible loss of principal. If held in a GoldStar IRA or GAMMA account, the un-invested cash portion is FDIC insured up to $250,000.