Fillable Margin/Options Upgrade Form Log in and go to (TD Ameritrade)

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Margin/Options Upgrade Form Log in and go to (TD Ameritrade)

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Page 1 of 10 TDA 2334 F 03/21
1
Questions? Please visit www.tdameritrade.com or call a Client
Services representative at 800-669-3900.
Return Options:
Electronically via Message Center:
Log in and go to Client Services >
Message Center to attach the le
Regular Mail:
PO Box 0, Omaha, NE 10-0
Overnight Mail:
00 South 10th Avenue
Omaha, NE 1-1
Fax: --
Login and Apply online: Client
Services>General>Elections &
Routing>Apply
(not all account types are eligible)
Margin/Options
Upgrade Form
Account Information
*TDA2334*
Basic Account Types
Individual, Joint, IRAs, Guardianship/Conservatorship, Minor Accounts
• Add margin and add/upgrade options privileges
(Complete Sections 1, 2, 3, 4, 7, and 8)
• To only add margin (Complete Sections 1, 2, 3, 4, and 8)
* Custodial accounts are not eligible for margin or advanced
options privileges.
Entity Account Types
Trusts (taxable and tax exempt), Prototypes, Corporate, Non-
Incorporated, Nonprot/Charitable, Sole Proprietorship, LLC,
Investment Club, Partnership, Limited Partnership
• Add margin and add/upgrade options privileges
(Complete Sections 1 thru 8)
• To only add margin (Complete Sections 1, 2, 3, 4, 5, 6 and 8)
Account Number (required):
Account Owner/Authorized Agent
First Name:
Name of Entity (if applicable):
Middle Name: Last Name:
Date of Birth: Number of Dependents:
Employer Name (If Self-Employed, provide the name of your business):
*Duplicate like-titled margin accounts are not permitted.
Please choose from the list provided on page 10 the occupation code and industry of occupation code that most accurately describes your situation.
Occupation Code: Industry of Occupation Code:
Name Prex (optional):
CC
Mr.
CC
Mrs.
CC
Ms.
CC
Dr.
CC
Rev.
Marital Status:
CC
Single
CC
Married
CC
Divorced
C C
Widowed
Employment Status:
CC
Employed
CC
Unemployed
CC
Retired
CC
Homemaker
CC
Student
CC
Self-Employed
Reset Form
Page 2 of 10 TDA 2334 F 03/21
Section 1, Account Information continued
Employer Address:
City: State: Zip Code: Country:
Account Co-Owner/Authorized Agent
First Name:
Name of Entity (if applicable):
Middle Name: Last Name:
Date of Birth: Number of Dependents:
Employer Name (If Self-Employed, provide the name of your business):
Please choose from the list provided on page 10 the occupation code and industry of occupation code that most accurately describes your situation.
Occupation Code: Industry of Occupation Code:
Employer Address:
City: State: Zip Code: Country:
TD Ameritrade Acct # (required):
Annual Income:
CC
0-,
CC
,000-,
CC
0,000-,
CC
100,000-,
CC
0,000+
Approximate Net Worth: (not including primary residence)
CC
0-1,
CC
1,000-,
C C
0,000-,
CC
100,000-,
CC
0,000-,
CC
00,000-,
CC
1,000,000-1,,
CC
,000,000+
Approximate Liquid Net Worth: (cash, stocks, etc.)
CC
0-1,
CC
1,000-,
C C
0,000-,
CC
100,000-,
CC
0,000-,
CC
00,000-,
CC
1,000,000-1,,
CC
,000,000+
What best describes the ongoing source of funds for this account?
CC
Employment/Wages
CC
Retirement Funds
CC
Gift
CC
Savings
CC
Inheritance/Trust
CC
Investments
CC
Unemployment/Disability
CC
Legal Settlement
CC
Lottery/Gaming
CC
Spousal/Parental Support
CC
Other (describe source of funds):
Name Prex (optional):
CC
Mr.
CC
Mrs.
CC
Ms.
CC
Dr.
CC
Rev.
Marital Status:
CC
Single
CC
Married
CC
Divorced
C C
Widowed
Employment Status:
CC
Employed
CC
Unemployed
CC
Retired
CC
Homemaker
CC
Student
CC
Self-Employed
Page 3 of 10 TDA 2334 F 03/21
2
Section 1, Account Information continued
Aliations
Check here if the
CC
Account Owner or
CC
Co-Owner, their spouse, any member of their immediate families living in the same household,
including parents, in-laws, siblings, and dependents is a member of the board of directors, 10% shareholder, or policy-making ocer of a
publicly traded company. Specify the company name, ticker symbol, address, city, and state:
Investment Objectives
Select the degree of risk you are willing to take with the assets in this account:
CC
Conservative
CC
Moderate
CC
Aggressive
CC
Speculative
Select the primary investment objective for this account:
CC
Conservation
CC
Moderate
CC
Moderate Growth
CC
Growth
CC
Aggressive Growth
Select the secondary investment objectives for this account: (Check at least one or all that apply)
CC
Conservation
CC
Moderate
CC
Moderate Growth
CC
Growth
CC
Aggressive Growth
CC
None
Select the liquidity needs for this account: (Check only one that applies)
CC
Within  months
CC
 -  months
CC
 -  months
CC
10 -  months
CC
More than 1 year
Select the investment time horizon for this account:
CC
Less than 1 year
CC
1 -  years
CC
 -  years
CC
 - years
CC
10-1 years
CC
1 years or more
For
denitions
regarding
investment
objectives,
please see
page 9 of
the upgrade
form.
3
TD Ameritrade Acct # (required):
Annual Income:
CC
0-,
CC
,000-,
CC
0,000-,
CC
100,000-,
CC
0,000+
Approximate Net Worth: (not including primary residence)
CC
0-1,
CC
1,000-,
C C
0,000-,
CC
100,000-,
CC
0,000-,
CC
00,000-,
CC
1,000,000-1,,
CC
,000,000+
Approximate Liquid Net Worth: (cash, stocks, etc.)
CC
0-1,
CC
1,000-,
C C
0,000-,
CC
100,000-,
CC
0,000-,
CC
00,000-,
CC
1,000,000-1,,
CC
,000,000+
What best describes the ongoing source of funds for this account?
CC
Employment/Wages
CC
Retirement Funds
CC
Gift
CC
Savings
CC
Inheritance/Trust
CC
Investments
CC
Unemployment/Disability
CC
Legal Settlement
CC
Lottery/Gaming
CC
Spousal/Parental Support
CC
Other (describe source of funds):
Check here if the
CC
Account Owner or
CC
Co-Owner, their spouse, any member of their immediate families living in the same household,
including parents, in-laws, siblings, and dependents is licensed, employed by, or associated with, a broker-dealer rm, a nancial services
regulator, securities exchange, or member of a securities exchange. If checked, please specify entity below. If this entity requires its
approval for you to open this account, please provide a copy of the required authorization letter with this upgrade form:
Page 4 of 10 TDA 2334 F 03/21
4
Margin Privileges
All qualied accounts are opened as margin accounts unless you decline margin privileges in this section. A margin account allows
you to borrow from TD Ameritrade against certain securities as your collateral. A decline in the value of your securities may require
you to provide additional funds, or force the sale of securities in your account. Selling short can expose you to potentially unlimited
risk. To learn more about the potential benets of margin borrowing and the associated risks involved, please read the Margin Account
Handbook and the Margin Disclosure Document located within the forms library: https://www.tdameritrade.com/form-library. For
Trust and Business Accounts: You must decline margin privileges if the governing documents of the Trust or Business do not authorize
margin borrowing.
CC
Check this box if you want to decline margin privileges and/or to remove margin privileges from the account if it already has
them. If you do not check the box, your account will be opened as a margin account if it qualies. By submitting this Account
Application without checking the box to decline margin privileges, you represent that you understand and agree that margin
features are subject to the terms and conditions of the Client Agreement, which you have agreed to by submitting this Account
Application. You understand and acknowledge that securities securing loans from TD Ameritrade may be lent to TD Ameritrade and
lent by TD Ameritrade to others. You also acknowledge that if you trade "on margin" you are borrowing money from TD Ameritrade
and that you understand the requirements and risks associated with margin as summarized in the Margin Account Handbook and
Margin Disclosure Document.
5
Control Person
First Name: Middle Name: Last Name:
Home Address: (no PO box or mail drop)
City: State:
Country of Citizenship:
Country of Birth:
CC
Check here if you are NOT a U.S. citizen.
Country of Dual/Secondary Citizenship (if applicable):
Date of Birth: U.S. Social Security Number:
Control Person means a single individual with signicant responsibility to control, manage, or direct a legal entity customer, including
an executive ocer or senior manager (for example, a Chief Executive Ocer, Chief Financial Ocer, Chief Operating Ocer,
Managing Member, General Partner, President, Vice President, or Treasurer); or any other individual who regularly performs similar
functions.
CC
Check here if this is a domestic entity and this person owns 25% or more.
CC
Check here if this is a foreign entity and this person owns 10% or more.
*The Control Person will not be an authorized agent on this account unless requested at account opening. If you have any questions or
need additional information please contact Client Services 800-669-3900.
*Nonresident aliens must submit a copy of a current passport and a copy of a bank or brokerage statement.
Non-U.S. citizens*: Do you hold a current U.S. immigration visa?
CC
Yes
CC
No
Specify visa type: Visa Number: Expiration:
TD Ameritrade Acct # (required):
Zip Code: Country:
This section is not required for Trusts, Prototypes and Sole Proprietorships
Name Prex (optional): 
CC
Mr. 
CC
Mrs. 
CC
Ms. 
CC
Dr. 
CC
Rev.
Page 5 of 10 TDA 2334 F 03/21
6
Benecial Owner means each individual, if any, who, directly or indirectly, owns % or more of the equity interest of a legal entity
customer (10% or more if the legal entity customer is foreign).
Home Address: (no PO box or mail drop)
Benecial Owner #1
First Name: Middle Name: Last Name:
City: State: Zip Code: Country:
Benecial Owners
This section is not required for Trusts, Prototypes and Sole Proprietorships
Date of Birth: U.S. Social Security Number:
Country of Citizenship:
Country of Birth:
CC
Check here if you are NOT a U.S. citizen.
Country of Dual/Secondary Citizenship (if applicable):
Non-U.S. citizens*: Do you hold a current U.S. immigration visa?
CC
Yes
CC
No
Specify visa type: Visa Number: Expiration:
*Nonresident aliens must submit a copy of a current passport and a copy of a bank or brokerage statement.
Date of Birth:
U.S. Social Security Number:
City: State: Zip Code: Country:
Country of Citizenship:
Country of Birth:
CC
Check here if you are NOT a U.S. citizen.
Country of Dual/Secondary Citizenship (if applicable):
Home Address: (no PO box or mail drop)
Benecial Owner #
First Name: Middle Name: Last Name:
TD Ameritrade Acct # (required):
Name Prex (optional):
CC
Mr.
CC
Mrs.
CC
Ms.
CC
Dr.
CC
Rev.
Name Prex (optional):
CC
Mr.
CC
Mrs.
CC
Ms.
CC
Dr.
CC
Rev.
Page 6 of 10 TDA 2334 F 03/21
Non-U.S. citizens*: Do you hold a current U.S. immigration visa?
CC
Yes
CC
No
Non-U.S. citizens*: Do you hold a current U.S. immigration visa?
CC
Yes
CC
No
Specify visa type:
Specify visa type:
Visa Number:
Visa Number:
Expiration:
Expiration:
Section 6, Beneficial Owners continued
Benecial Owner #
Benecial Owner #
*Nonresident aliens must submit a copy of a current passport and a copy of a bank or brokerage statement.
*Nonresident aliens must submit a copy of a current passport and a copy of a bank or brokerage statement.
TD Ameritrade Acct # (required):
Date of Birth:
Date of Birth:
U.S. Social Security Number:
U.S. Social Security Number:
City:
City:
State:
State:
Zip Code:
Zip Code:
Country:
Country:
Country of Citizenship:
Country of Citizenship:
Country of Birth:
CC
Check here if you are NOT a U.S. citizen.
CC
Check here if you are NOT a U.S. citizen.
Country of Dual/Secondary Citizenship (if applicable):
Home Address: (no PO box or mail drop)
Home Address: (no PO box or mail drop)
First Name:
First Name:
Middle Name:
Middle Name:
Last Name:
Last Name:
Name Prex (optional):
CC
Mr.
CC
Mrs.
CC
Ms.
CC
Dr.
CC
Rev.
Name Prex (optional):
CC
Mr.
CC
Mrs.
CC
Ms.
CC
Dr.
CC
Rev.
Page 7 of 10 TDA 2334 F 03/21
Options Account
Due to the risks involved in options, we are required to obtain the following information. The income information above must be
completed to be considered for options. Tenants in Common accounts must provide options information for each owner separately. For
Trust and Business Accounts: You must decline options privileges if the governing documents of the Trust or Business do not authorize
options trading.
CC
Check this box to decline options privileges.
Options Objectives (Only required if applying for options.)
For denitions
regarding
options
objectives,
please see
page 9 of the
upgrade form.
Account Owner Options Objectives (Only required if applying for options.)
Account Co-Owner Options Objectives (Only required if applying for options.)
Years of Investment Experience:
CC
Less than 1 year
CC
1 - years
CC
 -  years
CC
 -  years
CC
10+ years
Investment Knowledge or Education:
CC
Limited
CC
Good
CC
Extensive
CC
Professional Trader
Years of Investment Experience:
CC
Less than 1 year
CC
1 - years
CC
 -  years
CC
 -  years
CC
10+ years
Investment Knowledge or Education:
CC
Limited
CC
Good
CC
Extensive
CC
Professional Trader
7
Country of Birth:
Country of Dual/Secondary Citizenship (if applicable):
Non-U.S. citizens*: Do you hold a current U.S. immigration visa?
CC
Yes
CC
No
Specify visa type:
Visa Number: Expiration:
*Nonresident aliens must submit a copy of a current passport and a copy of a bank or brokerage statement.
If additional benecial owners need to be disclosed, please copy this page as needed.
Section 6, Beneficial Owners continued
TD Ameritrade Acct # (required):
Types of Transactions in Your Options Account: (Check all that apply)
CC
Stocks
CC
Bonds
CC
Options
What Are Your Options Investment Objectives: (Check all that apply)
CC
Growth
CC
Speculation
CC
Income
CC
Conservation of Capital
What Type of Activity Do You Plan to Conduct in Your Options Account?
CC
Tier 1 - Covered
Write covered calls
Write cash-secured puts
CC
Tier  - Standard Cash
Purchase options
+ Tier 1 - Covered
CC
Tier  - Standard Margin
Create spreads
Write covered puts
+ Tier  - Standard Cash
CC
Tier  - Advanced
Write uncovered options
+ Tier  - Standard Margin
MARGIN REQUIRED
Tier 2 - Standard Margin and Tier 3 - Advanced require a margin
account. If you select either of these tiers, you will automatically be
applying for options and margin approval regardless of whether you
checked the box to decline margin privileges in Section 4.
Page 8 of 10 TDA 2334 F 03/21
Margin and Options Agreement
I have previously received and read the “Client Agreement,” which is incorporated by this reference, and which will govern my account.
I agree to be bound by this Client Agreement, as amended from time to time, and request a margin and/or options account as indicated
above be opened in the name(s) set forth below. I understand that TD Ameritrade may obtain a current consumer or credit report to
determine my eligibility, or continuing eligibility, for credit or for other legitimate business purposes. Any decision by TD Ameritrade to
extend credit may be based on information contained in a consumer or credit report, as well as the policies of TD Ameritrade and
TD Ameritrade Clearing, Inc. I understand that TD Ameritrade may relate information regarding this account, including account
delinquency and voluntary closures, to consumer or credit reporting agencies. Upon my request, TD Ameritrade shall inform me of each
consumer or credit reporting agency from which they have obtained and/or reported my consumer or credit report. TD Ameritrade
agrees to notify the consumer or credit reporting agencies if I dispute the completeness or accuracy of the information furnished by
TD Ameritrade. By my signature below, I authorize TD Ameritrade to obtain consumer or credit reports for the name(s) set forth below.
Unless I have declined the margin feature, I acknowledge that securities securing loans from TD Ameritrade may be lent to
TD Ameritrade and lent by TD Ameritrade to others. I also acknowledge that if I trade “on margin,” I am borrowing money from
TD Ameritrade and that I understand the requirements and risks associated with margin as summarized in the Margin Handbook and
Margin Disclosure Document.
For Trust and Business Accounts: If I have applied for margin and/or options privileges on behalf of a Trust, Sole Proprietorship,
Corporation, Partnership, Limited Partnership, LLC, Investment Club or other entity, by signing below, I hereby represent, warrant and
certify that all documents, agreements and applicable laws governing such Trust or Business permit the establishment and maintenance
of a margin account and options trading, as applicable.
If I have requested an options account, I am aware of the risks involved in options trading and represent that I am nancially able to bear
such risks and withstand options-trading losses. I agree to abide by the rules of the listed options exchanges and the Options Clearing
Corporation, and will not violate current position and exercise limits.
8
The Client Agreement applicable to this brokerage account contains a predispute arbitration clause. By signing this agreement, the
parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the
Client Agreement on page 8.
Sign Here
Original
signatures
are required;
electronic
signatures and/
or signature
fonts are not
authorized
X X
Account Owner’s/Appointed Fiduciary’s Signature: Account Co-Owner’s/Appointed Fiduciary’s Signature:
Account Owner’s Printed Name: Account Owner’s Printed Name:
Date: Date:
TD Ameritrade Acct # (required):
All Account Owners/Authorized Agents must sign.
TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are subsidiaries of The Charles Schwab Corporation.
TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.
©01 Charles Schwab & Co. Inc. All rights reserved.
Investment Products: Not FDIC Insured * No Bank Guarantee * May Lose Value
Page 9 of 10 TDA 2334 F 03/21
Investment Objectives Denitions
Conservation: Reects your desire to seek very low risk and minimize potential loss of principal. You may seek income from your
investments while understanding that returns may not keep pace with ination. You may also intend to invest over a short period of time.
Moderate: Reects your desire to seek lower risk and uctuation in your portfolio, while striving to achieve more stable returns on your
investments. It may also mean that you plan to invest over a short period of time.
Moderate growth: Reects your desire to seek growth in your portfolio by typically using a balance of growth and conservative
investment types. It may also mean that you are moderately tolerant of risk and plan to invest for a medium to long period of time.
Growth: Reects your desire to seek the potential for investment growth, as well as your tolerance for more signicant market
uctuations and risk of loss. It may also mean that you plan to invest over a long period of time.
Aggressive Growth: Reects your desire for potentially substantial investment growth, as well as your tolerance for large market
uctuations and increased risk of loss. It may also mean that you plan to invest over a long period of time.
Options Objectives Denitions
Growth: Investors are seeking the potential for investment growth and have a tolerance for more signicant market uctuations and
risk of loss.
Speculation: Investors are seeking short-term market gains that generally have above average, maximum risk, but oer the potential for
short-term, maximum gains. These strategies also have the potential for signicant losses and investors understand they could lose most,
or all, of the money they have invested.
Income: Investors are seeking income with a modest degree of risk. These investors are typically willing to accept lower potential returns
in exchange for lower risk and volatility, and understand their returns may not keep pace with ination.
Conservation of Capital: Investors are seeking to avoid risk and minimize potential loss of principal.
Page 10 of 10 TDA 2334 F 03/21
A11 Accounting
A21 Advertising/Marketing
A31 Aerospace/Defense
A41 Agriculture/Forestry
A51 Amusement and Recreation
A61 Animal Services and Veterinary
A71 Architecture/Design
A81 Arts/Antiques
A91 Athletics/Fitness
A32 Automotive
B11 Aviation
C11 Bar/Nightclub/Adult Entertainment Club
C21 Childcare
C31 Cleaning/Janitorial/Housekeeping
C41 Communications/Telecommunications
C51 Construction/Carpentry/Landscaping
C61 Convenience Store/Liquor Store/
Gas Station
C71 Customer Service and Support
E11 Education
E21 Embassy/Consulate
E31 Energy
E41 Engineering
F11 Fashion/Clothing
F21 Financial Services
F51 Firearms and Explosives
G11 Gaming/Casino/Card Club
G21 Government/Public Administration
G31 Grocery/Supermarket
H11 Healthcare/Medical Services
H21 Hotel/Hospitality
I11 Import/Export
I21 Information Technology (IT)
I31 Insurance
J11 Jewelry, Gems, and Precious Metals
L11 Legal Services/Public Safety
L21 Logistics/Supply Chain
M11 Manufacturing
M21 Maritime
M31 Media/Entertainment
M41 Mining, Oil, and Gas
M51 Money Services Businesses (Check
Cashing, Money Transmitting, Payday
Loans, Currency Exchange)
N11 Non-Prot/NGO (Non-Government
Agency)/Charity
O31 Other; If Other, include a description
in the Industry of Occupation box
P11 Parking and Car Washes
P21 Pawn Shops/Brokers
P31 Personal Care/Hygiene (Beauty,
Salon, Cosmetics, Massage, etc.)
P41 Pharmaceuticals
P51 Printing/Publishing
P71 Professional/Civic Organizations
(Non-Retail)
R11 Real Estate
R21 Religious Organization
R31 Repair Services - Home, Auto,
and Other
R41 Restaurant/Food Service
R51 Retail Sales/Retail Trade
S11 Science and Biotechnology
S21 Security
T11 Transportation
T31 Travel
U11 Utilities (Public)
W11 Wholesale Sales/Trade
Industry of Occupation Codes
A42 Accountant/Auditor/Bookkeeper
A62 Adjuster
A82 Advertiser/Marketer/PR Professional
A33 Air Trac Controller
A43 Ambassador/Consulate Professional
A53 Analyst
A63 Appraiser
A73 Architect/Designer
A83 Artist/Performer/Actor/Dancer
A93 Assistant/Executive Assistant
A44 Athlete
A64 Attorney/Judge/Legal Professional
A74 Auctioneer
L51 Banker/Lending Professional
B21 Barber/Beautician/Hairstylist
B31 Broker/Registered Rep
B41 Business Executive (VP, Director, etc.)
B51 Business Owner
C81 Caregiver
C91 Carpenter/Construction Worker/
Contractor
C22 Cashier
C32 Chef/Cook
C42 Chiropractor
C52 Civil Servant
C62 Clergy
C72 Clerk
C82 Compliance/Regulatory Professional
C92 Consultant
C43 Counselor/Therapist
C53 Customer Service Representative
D11 Dealer
D61 Dentist
D31 Distributor
D41 Doctor/Surgeon/Physician
D51 Driver
E51 Engineer
E71 Exterminator
F71 Factory/Warehouse Worker
F81 Farmer/Rancher
F91 Financial Planner/Advisor
F22 Flight Attendant
F32 Human Resources Professional
I41 Importer/Exporter
I51 Inspector/Investigator
I81 Investor
I91 IT Professional/IT Associate
J31 Janitor
J41 Jeweler
L31 Laborer
L41 Landscaper
M91 Mechanic
M22 Military, Ocer or Associated
M32 Mortician/Funeral Director
N21 Nurse
O11 Oce Associate
O21 Other; If Other, include a description
in the Occupation box.
P81 Pharmacist
P91 Physical Therapist
P22 Pilot
P32 Police Ocer/Fireghter/
Law Enforcement Professional
P42 Politician
P52 Project Manager
R81 Real Estate Professional
R71 Researcher
S41 Salesperson
S51 Scientist
S61 Seamstress/Tailor
S71 Security Guard
S81 Social Worker
T41 Teacher/Professor
T51 Technician
T61 Teller
T71 Tradesperson/Craftsperson
T81 Trainer/Instructor
U21 Underwriter
V11 Veterinarian
W21 Writer/Journalist/Editor
Occupation Codes
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Completed 19 November 2021

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