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  Forms & Paperwork

NWT Simplifies the account setup process by providing clients with easily downloadable PDF documents.  Need assistance?  Call 1-877-644-1112 to speak with a representative.
 
Simply locate all of the forms you will need. After you have found the appropriate form(s), print them, fill them out, and return them to NWT Financial Group via fax, overnight delivery or regular mail.
 
 
NWT Financial Group, LLC FAX:  (425) 295-0401
275 1st Place NW
Issaquah, WA 98027
 

Choose from the following categories

  PDF Forms require Adobe Acrobat
 
New Accounts
Deposits & Withdrawals
Tax & Legal Forms
Small Business
IRA Forms
Corporate Accounts
Trusts
Other Documents
 

New Account Forms

  

IRA Forms
New Account Form Apply Online | Download PDF
  Opens a equities, options, or money market account
 
CAG w/Margin Download PDF
 
CAG - No Margin Download PDF
 
Option Agreement Download PDF
 
Joint Account Agreement Download PDF
 
ACAT Request Form Download PDF
 
Traditional IRA Application Download PDF
  Opens a traditional IRA account
 
ROTH IRA Application Download PDF
 
Simple IRA Application Download PDF
 
SEP IRA Adoption Agreement Download PDF
 
SEP IRA Eligibility Form Download PDF
 

Deposits / Withdrawals

  

Retirement Plans for Small Business
PenFlex Acct. Application Download PDF
 
ACH Authorization Download PDF
 
Internal Journal Form Download PDF
 
IRA Deposit Slip Download PDF
 
IRA Distribution Form Download PDF
 
Wire Request Form Download PDF
 
Profit Sharing Plan Account Download PDF
 
 

Business / Corporate Accounts

  

Foreign & Legal Forms
Corporate Agreement Download PDF
 
LLC Authorization Download PDF
 
Partnership Agreement Download PDF
 
Non-Corporate Org. Download PDF
 
Sole Ownership Affidavit Download PDF
 
Investment Clubs Download PDF
 
Foreign Individual (W8-BEN) Download PDF
 
Presence Test Download PDF
 
Limited Trading Authorization Download PDF
 
Stock Power of Attorney Download PDF
 
Transfer of Death Agreement Download PDF
 
Certification Regarding Correspondent Accounts Download PDF
 
Form 144 Download PDF
 
Form 144 (Brokers Letter) Download PDF
 
Form 144 (Sellers Letter) Download PDF
 

Trusts

  

Other Documents
Trustee Certification Download PDF
 
Margin Disclosure Download PDF
Trading Risk Disclosure Download PDF
Data Service Agreement Download PDF
Journal Form Download PDF
 
 
 
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Member FINRA SIPC | Washington State LLC

All information contained herein is for informational purposes only. Providing said information does not in any form - oral, written, or otherwise - create, establish or develop any relationship between NWT Financial Group, LLC. and the reader of the information on this site.