800 962-7726
Member SIPC
online equity trades
Account Minimum $2500

Applications, Forms & Agreements

Find the forms you need by clicking on one of the tabs.
Please note that you will need Adobe Reader to view our forms - click here to download it for free.
Simply click on the required Application, Form or Agreement and print. By viewing or printing the application, you certified that you have reviewed the applicable agreements and disclosures.
New Account Application (PDF)

Use for all account types except Retirement Accounts

IRA Account Application (PDF)

Use for Traditional, Rollover, SEP, and Roth IRA Accounts

Option Account Application Supplement and Agreement (PDF)

This form must be completed in addition to the New Account Application for customers who wish to trade options

Profit Sharing Plan Account Application (PDF)

Use for Profit Sharing Plans

Corporate Account Application Supplement (PDF)

Attach this form to the New Account Application if applicable

Trust Account Application Supplement (PDF)

Attach this form to the New Account Application if applicable

Partnership Account Application Supplement (PDF)

Attach this form to the New Account Application if applicable

Investment Club Application Supplement (PDF)

Attach this form to the New Account Application if applicable

Account Transfer Form (ACAT) (PDF)

Use this form to transfer your account from another brokerage firm to Marsco

Check Deposit Information

See Contact Information

Incoming Wire Fund Information

See Contact Information

Electronic Funds Transfer Form (PDF)

Use this form to authorize electronic funds transfer

Check Writing Form (PDF)

Use this form if you desire to have check writing capability on your account

Internal Transfer of Shares/Funds Authorization (PDF)

Use this form to authorize the transfer of shares or funds from your current Marsco account to another Marsco account

Trading Authorization Form (PDF)

Use this form to authorize another individual to trade on your behalf

IRA Designation of Beneficiary Form (PDF)

Use the form to add/change beneficiaries in your IRA Account

IRA Distribution Requests Form (PDF)

Use this form to withdraw funds from your IRA

SEP5305-SEP (PDF)

Additional supplement required for SEP–IRA's

W-9 Form, W8BEN, Affidavit of Domicile, Stock Power (PDFs)

Additional miscellaneous forms

Marsco Investment Corporation, 101 Eisenhower Parkway, Roseland, NJ 07068
Member FINRA / SIPC
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