Download Account forms

Click on below links to download form.

What you will need
In order to complete this application, you'll need the following information in hand:

2 valid color photo IDs: passport or driver's license or government issues identification card
Bank account information
Employer's address and telephone number
Financial infromation (annual income, liquid and total net worth)
Financial and professional references
Proof of residency (utility bill, bank or brokerage statement, etc. with your address on it - no older than 6 months)
Due to recent legislation (FATCA), Swiss America Securities, Ltd. no requires every client to submit either a W-8BEN. for NON-U.S. individuals, or W-8BEN-E for NON-U.S. entities or W-9 for U.S. individuals & entities.

Apply by Email/Fax/Mail
Standard Account
Organizational Account
Account forms
FATCA Client Agreement
Unsolicited Agreement
Authorization
Tax Form
W8 / W9