Bookmark

Account Management Forms

   

Updates, Requests, and Changes.

Downloads require the free Adobe Acrobat Reader1.

I'd like to … Personal Account Business Account
Change my name or title, add account holders/signers, update beneficiaries, or change trustee(s) on my Account Customer Information and Beneficiary Update Business and Trust Account Change
Identify authorized signers on my corporate account   N/A Corporate resolution
Change my mailing, residential address, or phone number Address change Address change
Request or modify my security code for my Account Security Code Request Security Code Request
Request an official bank check Official Bank Check Order Form Official Bank Check Order Form
Identify or change trustee(s) on a new or existing account Trustee Certification Trustee Certification
Print deposit slips or request an ATM rebate Deposit Slip/ATM Rebate Form Deposit Slip/ATM Rebate Form
Enable transfer from my account to other accounts Funds Transfer Request Form Funds Transfer Request Form
Transfer funds from my EverBank Account to a non-EverBank Account ACH Transfer Request Form ACH Transfer Request Form
Request a new Visa® Check Card, a replacement card or a new Personal Identification Number (PIN) Visa Check Card Request and Agreement Visa Check Card Request and Agreement
Dispute a charge on my Visa Check Card Visa Check Card Dispute Form Visa Check Card Dispute Form
Send a wire transfer in U.S. dollars from my EverBank Account U.S. Dollar Wire Transfer Form U.S. Dollar Wire Transfer Form
Transfer an existing non-EverBank IRA to my personal banking EverBank IRA IRA Transfer Request   N/A
Transfer an existing non-EverBank ROTH IRA to my personal banking EverBank ROTH IRA Roth IRA Transfer Request   N/A
Request a withdrawal from my personal banking EverBank IRA IRA Withdrawal   N/A
Request a withdrawal from my personal banking EverBank ROTH IRA ROTH IRA Withdrawal   N/A
Request the required minimum distribution on my personal banking EverBank IRA IRA Required Minimum Distributions (RMD) Form   N/A
Add a contribution to an existing or initial IRA, or request a change of investment IRA Contribution Form   N/A
Get the Insured AdvantageSM (CDARS®) Deposit Placement Agreement (to be completed when opening an Insured Advantage CD Account) Insured Advantage (CDARS®) Deposit Placement Agreement Insured Advantage (CDARS®) Deposit Placement Agreement
World Markets Personal Account Business Account
Request a check from my Account in a foreign currency Foreign Draft Request Foreign Draft Request
Select maturity options on my World Markets CD CD Maturity Instructions CD Maturity Instructions
Send a wire transfer in U.S. dollars from my EverBank World Markets Account Domestic Wire Transfer Authorization Form Domestic Wire Transfer Authorization Form
Get instructions for wiring foreign currencies and U.S. dollars into my EverBank World Markets Account Foreign Wire Transfer Instructions Foreign Wire Transfer Instructions
Send a wire transfer from my World Markets Account in a foreign currency. Foreign Wire Transfer Authorization Form Foreign Wire Transfer Authorization Form
Request distributions on my EverBank World Markets IRA Account IRA Approval for Distribution N/A
Transfer an existing non-EverBank IRA to my EverBank World Markets IRA IRA Transfer IN Authorization N/A
Transfer my EverBank World Markets IRA to a non-EverBank IRA Account IRA Transfer OUT Authorization N/A
Acknowledge selection of an emerging-market currency for my EverBank World Markets Account Emerging Markets Risk Disclosure Emerging Markets Risk Disclosure

corner corner
   

Updates, Requests, and Changes.

Downloads require the free Adobe Acrobat Reader1.

I'd like to … EverTrade Direct Brokerage Account
Request a security code or change my existing security code for my account Security Code Request
Withdraw money from my IRA Account IRA Distribution
Withdraw money from my ROTH IRA Account ROTH IRA Distribution
Designate beneficiary(ies) on my Account Transfer on Death
Transfer brokerage accounts from other institutions to my EverTrade Direct Brokerage Account2 ACAT
Establish automatic transfer (sweep) of funds between my EverTrade Direct Brokerage Account and my EverBank Account ACH
Designate authorized trading authority(ies) on my non-incorporated organization’s EverTrade Brokerage Account Non-Corporate Resolution
Designate authorized trading authority(ies) on my Account Trading Authorization
Limit trading authority(ies) on my Account to cash/margin purchases and sales of securities Limited Trading Authorization
Update the cost basis information in my Account Cost Basis
Review the margin requirements for my Account Initial Margin Disclosure Statement
Request that my Account be margin eligible Margin Agreement
Review option privileges for my Account OCC Options Disclosures
Request equity option trading privileges for my Account Options Agreement
Endorse my stock or bond certificate for deposit into my Account Stock/Bond Power
Submit with your Business Asset Manager application Partnerships/Investment Club Agreement
Establish a joint account holder for my Account (with rights of suvivorship) Joint Account Agreement
Establish my Account as a trust account and designate authorized trustees Trustee Certification
Authorize an LLC to open and carry an EverTrade Direct Brokerage Account LLC Agreement
Establish a corporate account—submit with your Business Asset Manager Application ETD Corporate Account Agreement
Open an EverTrade Direct Brokerage Educational IRA Account—submit with your IRA application Coverdell ESA Simplifier
Open an EverTrade Direct Brokerage Business Account as a sole proprietor—submit with your Business Asset Manager Application Affidavit of Sole Ownership

corner corner

  1.  
  2. EverBank, the EverBank Infinity Sphere and the EverBank logo are proprietary service marks of EverBank. All rights reserved.

888.882.EVER (3837)

Get help with your banking needs.
Talk to a Customer Care Specialist today.
Option 4: Customer Assistance
Option 6: Mortgages & Home Equity
Option 7: World Markets and EverTrade Direct Brokerage