Use these forms to perform actions and updates to your account.
Account Holder Name Change
Request a name change on your investment account.
Open PDF, for Account Holder Name Change
Certification of Agent—Power of Attorney
Establish power of attorney on your investment account.
Open PDF, for certification of agent power of attorney
Certification of One and the Same Person
Certify that accounts, documents and information pertain to the same person despite name variations.
Open PDF, for Certification of One and the Same Person
Direct Rollover from Employer-Sponsored Plan
Set up a direct rollover from an employer-sponsored plan.
Open PDF, for Direct Rollover from Employer-Sponsored Plan
Duplicate Statement/Confirm Request
Authorization form to send duplicate account statements and/or trade confirmations to an interested party.
Open PDF, for Duplicate Statement/Confirm Request
IRA Beneficiary Update Request
Update an existing beneficiary designation on your retirement account.
Update online, for IRA Beneficiary Change Request
Open PDF, for IRA Beneficiary Change Request
IRA Check Deposit by Mail
Send us this form along with a check to deposit into your IRA.
Open PDF, for IRA Check Deposit by Mail
IRA Distribution Request for Self-Directed Investing IRAs
Set up a one-time distribution, rollover or removal of excess contribution from your J.P. Morgan Self-Directed Investing IRA. If you fill out the PDF version, please remember to indicate your withholding amount on page 7 and sign this form in pen rather than digitally, to ensure we can process it.
Transfer online, for IRA Distribution Request for SDI IRAs
Open PDF, for IRA Distribution Request for SDI IRAs
Joint Tenant Removal Request
Remove joint tenant(s) from your investment account.
Open PDF, for Joint Tenant Removal Request
Non-Retirement Account Outgoing Wire Transfer
Request a one-time outgoing wire transfer from your non-retirement account.
Open PDF, for Non-Retirement Account Outgoing Wire Transfer
Non-Retirement Check Deposit by Mail
Send us this form along with a check to deposit into your non-retirement account.
Open PDF, for Non-Retirement Check Deposit by Mail
Non-Retirement Third-Party Check Request
Request a third-party check be sent from your non-retirement account.
Open PDF, for Non-Retirement Third-Party Check Request
Outgoing ACAT/Non-ACAT Rescind Authorization
Cancel a previously authorized outgoing account transfer request.
Open PDF, for Outgoing ACAT/Non-ACAT Rescind Authorization
Outgoing Depository Trust Company Request
Request an outgoing transfer of DTC-eligible securities to another firm.
Open PDF, for Outgoing Depository Trust Company Request
Physical Security Deposit
Deposit physical securities into your investment account.
Open PDF, for Physical Security Deposit
Physical Certificate Deposit: Stock/Bond Power
Authorization to deposit shares from a certificate into an account.
Physical Certificate Deposit: Stock Waiver
Authorize the transfer of ownership to another party when depositing a security certificate into your account.
Qualified Charitable IRA Distribution Request
Request a one-time qualified charitable distribution from your Traditional or Roth IRA. Please remember to indicate your withholding amount on page 4 and sign this form in pen rather than digitally, to ensure we can process it.
Open PDF, for Qualified Charitable IRA Distribution Request
Qualified Retirement Plan or Coverdell ESA Check Deposit by Mail
Send us this form along with a check to deposit into a qualified retirement plan or a Coverdell Education Savings Account.
Open PDF, for Qualified Retirement Plan or Coverdell ESA Check Deposit by Mail
Recharacterization Request for an IRA contribution
Request a characterization of a contribution to your Traditional or Roth IRA.
Open PDF, for Qualified Retirement Plan or Coverdell ESA Check Deposit by Mail
Roth IRA Conversion Request
Request a one-time Roth IRA conversion from a Traditional IRA or SEP account. Please remember to indicate your withholding amount on page 6 and sign this form in pen rather than digitally, to ensure we can process it.
Open PDF, for Roth IRA Conversion Request
Sale of Non-Transferable Security Request
Authorize the sale of a non-transferable security from your account.
Open PDF, for Sale of Non-Transferable Security Request
Statement Consolidation Request
Set up, change or cancel Automatic Statement Consolidation for your accounts.
Open PDF, for Statement Consolidation Request
Stop Release Letter
Remove a stop that was previously placed on a certificate with a transfer agent.
Open PDF, for Statement Consolidation Request
Trading Authorization Request
Authorize an agent to trade in and/or disburse funds from your account.
Open PDF, for Trading Authorization Request
Transfer between JPMS accounts
Transfer money or securities between your J.P. Morgan accounts.
Transfer online, for Transfer between JPMS accounts
Open PDF, for Transfer between JPMS accounts
Transfer Assets from an External Account
Transfer securities or money from another institution to your J.P. Morgan account.
Transfer online, for Transfer Money from an External Account
Transfer on Death Agreement
Set up or update Transfer on Death (TOD) beneficiary designation(s) for your non-retirement investment account.
Update online, for Transfer on Death Agreement
Open PDF, for Transfer on Death Agreement
Valuation and/or Cost Basis Modification (Step-up) Request
Request the value of a J.P. Morgan Securities LLC (JPMS) account and/or request a step-up in cost basis from JPMS.
Open PDF, for Valuation Request
Use these forms to perform actions and updates to your account.
Account Holder Name Change
Request a name change on your investment account.
Open PDF, for Account Holder Name Change
Certification of Agent—Power of Attorney
Establish power of attorney on your investment account.
Open PDF, for certification of agent power of attorney
Certification of One and the Same Person
Certify that accounts, documents and information pertain to the same person despite name variations.
Open PDF, for Certification of One and the Same Person
Duplicate Statement/Confirm Request
Authorization form to send duplicate account statements and/or trade confirmations to an interested party.
Open PDF, for Duplicate Statement/Confirm Request
IRA Beneficiary Update Request
Update an existing beneficiary designation on your retirement account.
Update online, for IRA Beneficiary Change Request
Open PDF, for IRA Beneficiary Change Request
Joint Tenant Removal Request
Remove joint tenant(s) from your investment account.
Open PDF, for Joint Tenant Removal Request
Statement Consolidation Request
Set up, change or cancel Automatic Statement Consolidation for your accounts.
Open PDF, for Statement Consolidation Request
Transfer on Death Agreement
Set up or update Transfer on Death (TOD) beneficiary designation(s) for your non-retirement investment account.
Update online, for Transfer on Death Agreement
Open PDF, for Transfer on Death Agreement
Valuation and/or Cost Basis Modification (Step-up) Request
Request the value of a J.P. Morgan Securities LLC (JPMS) account and/or request a step-up in cost basis from JPMS.
Open PDF, for Valuation Request
Use these forms to request and deposit checks to various accounts.
IRA Check Deposit by Mail
Send us this form along with a check to deposit into your IRA.
Open PDF, for IRA Check Deposit by Mail
Non-Retirement Check Deposit by Mail
Send us this form along with a check to deposit into your non-retirement account.
Open PDF, for Non-Retirement Check Deposit by Mail
Non-Retirement Third-Party Check Request
Request a third-party check be sent from your non-retirement account.
Open PDF, for Non-Retirement Third-Party Check Request
Physical Certificate Deposit: Stock/Bond Power
Authorization to deposit shares from a certificate into an account.
Physical Security Deposit
Deposit physical securities into your investment account.
Open PDF, for Physical Security Deposit
Qualified Retirement Plan or Coverdell ESA Check Deposit by Mail
Send us this form along with a check to deposit into a qualified retirement plan or a Coverdell Education Savings Account.
Open PDF, for Qualified Retirement Plan or Coverdell ESA Check Deposit by Mail
Stop Release Letter
Remove a stop that was previously placed on a certificate with a transfer agent.
Open PDF, for Statement Consolidation Request
Use these forms to perform actions on your individual retirement account(s).
Qualified Charitable IRA Distribution Request
Request a one-time qualified charitable distribution from your Traditional or Roth IRA. Please remember to indicate your withholding amount on page 4 and sign this form in pen rather than digitally, to ensure we can process it.
Open PDF, for Qualified Charitable IRA Distribution Request
Recharacterization Request for an IRA contribution
Request a characterization of a contribution to your Traditional or Roth IRA.
Open PDF, for Qualified Retirement Plan or Coverdell ESA Check Deposit by Mail
Roth IRA Conversion Request
Request a one-time Roth IRA conversion from a Traditional IRA or SEP account. Please remember to indicate your withholding amount on page 6 and sign this form in pen rather than digitally, to ensure we can process it.
Open PDF, for Roth IRA Conversion Request
Use these forms to request various types of transfers between external and internal accounts.
Direct Rollover from Employer-Sponsored Plan
Set up a direct rollover from an employer-sponsored plan.
Open PDF, for Direct Rollover from Employer-Sponsored Plan
IRA Distribution Request for Self-Directed Investing IRAs
Set up a one-time distribution, rollover or removal of excess contribution from your J.P. Morgan Self-Directed Investing IRA. If you fill out the PDF version, please remember to indicate your withholding amount on page 7 and sign this form in pen rather than digitally, to ensure we can process it.
Transfer online, for IRA Distribution Request for SDI IRAs
Open PDF, for IRA Distribution Request for SDI IRAs
Non-Retirement Account Outgoing Wire Transfer
Request a one-time outgoing wire transfer from your non-retirement account.
Open PDF, for Non-Retirement Account Outgoing Wire Transfer
Outgoing ACAT/Non-ACAT Rescind Authorization
Cancel a previously authorized outgoing account transfer request.
Open PDF, for Outgoing ACAT/Non-ACAT Rescind Authorization
Outgoing Depository Trust Company Request
Request an outgoing transfer of DTC-eligible securities to another firm.
Open PDF, for Outgoing Depository Trust Company Request
Physical Certificate Deposit: Stock Waiver
Authorize the transfer of ownership to another party when depositing a security certificate into your account.
Sale of Non-Transferable Security Request
Authorize the sale of a non-transferable security from your account.
Open PDF, for Sale of Non-Transferable Security Request
Trading Authorization Request
Authorize an agent to trade in and/or disburse funds from your account.
Open PDF, for Trading Authorization Request
Transfer between JPMS accounts
Transfer money or securities between your J.P. Morgan accounts.
Transfer online, for Transfer between JPMS accounts
Open PDF, for Transfer between JPMS accounts
Transfer Assets from an External Account
Transfer securities or money from another institution to your J.P. Morgan account.
Transfer online, for Transfer Money from an External Account
