Firms that will or will not allow Docusign on Forms

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• Non - Resident Alien (NRA)

  When a client is a Non-Resident Alien, please complete the attached documents. Once complete, please submit with the Non-Brokerage Application.  Forms Enhanced Due Diligence Questionnaire for NRC.07-2014.pdf W8 BEN Form Individual. 07-2017.pdf ...

• Mutual Securities, INC. Form CRS - Customer Relationship Summary - June 2024

  Please find a copy of the Mutual Securities, INC. Form CRS - Customer Relationship Summary - June 21, 2024

• Evolve Rebalance Form

  Please use the attached form in order to request a rebalance of an account in the Evolve Program.

• Evolve Direct Deposit Form for Billing

  Please see the attached for in order to establish Direct Deposit for receipt of payment from Mutual.

• LPOA for Non-Brokerage Accounts form

  Please use this form to authorize a Limited Power of Attorney (“LPOA”) on account(s) held at a mutual fund, annuity, insurance, or 529 company (“Account(s)”). The form must be signed and dated by the client. It stays in house here at Mutual, but ...