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Alternate Payee/Address Authorization
®
This form serves as a Letter of Authorization to issue checks to an alternate payee or address from your Scottrade
account.
-
Please fill out the Alternate Address Information if the check is for the account holder at an alternate address.
-
If the check is for someone other than the account holder, a physical address for the payee must be provided even if the check is being sent to the
active Scottrade address.
SCOTTRADE ACCOUNT INFORMATION
Scottrade Account Number
Account Title/Registration
Date
Telephone Number
Requested by
ALTERNATE PAYEE INFORMATION
Check if applicable
Make Check Payable to
ALTERNATE ADDRESS INFORMATION
Check if applicable
Address
City, State, ZIP Code
Check if applicable
Third party recipient's street address (if different from section 2)
Recipient's account number at the bank or financial institution (memo on check)
AMOUNT OF CHECK REQUEST
$
.
All Available Cash
OR
Overnight - $25 fee*
Delivery Method:
Regular Mail
* May not be available for IRA distributions; contact your local branch office for more information.
Scottrade reserves the right to request additional verification prior to processing a check request.
Signature of All Account Holders:
X
Account Holder's Signature
Date
X
Account Holder's Signature
Date
*CC3401*
CC3401/1-16
Brokerage products and services offered through Scottrade, Inc. Member
FINRA
/ SIPC.