• Account Information Update  (.pdf file, 100 kb)


• Account Application For Businesses, Trusts and Partnerships  (.pdf file, 164 kb)


• Account Application Non-Retirement  (.pdf file, 196 kb)


• Account Application Retirement  (.pdf file, 164 kb)


• Affidavit Domicile  (.pdf file, 16 kb)


• Corporate Resolution  (.pdf file, 60 kb)


• Coverdell ESA Agreement  (.pdf file, 148 kb)


• Designation of Beneficiary  (.pdf file, 228 kb)


• Investment Club Account Agreement  (.pdf file, 2.3 mb)


• IRA-Adoption Agreement  (.pdf file, 192 kb)


• IRA-Roth Adoption Agreement  (.pdf file, 196 kb)


• IRA-SEP Adoption Agreement  (.pdf file, 244 kb)


• IRA-Simple Adoption Agreement  (.pdf file, 180 kb)


• Partnership Authorization Agreement  (.pdf file, 88 kb)


• Qualified Designation of Beneficiary  (.pdf file, 180 kb)


• Sole Proprietorship Letter  (.pdf file, 12 kb)


• Transfer on Death Account Agreement Individual  (.pdf file, 88 kb)


• Transfer on Death Account Agreement Joint  (.pdf file, 88 kb)


• Trustee Certification  (.pdf file, 64 kb)

If you have any questions, please contact Zions Direct at 1-800-524-8875.

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