Download Account Forms
You may download and print our account forms. If you would prefer to fill out hard-copy account form booklets, please contact your broker.
Need Help?
If you have questions about our account application process, please email us at newaccounts@marex.com.
If you have trouble viewing or downloading our account forms, please contact us for help.
Account Forms
Individual, Joint or IRA (Booklet A-B)
Additional Forms
Please contact your broker or e-mail us at newaccounts@marex.com for help in deciding which supplementary forms you may need to complete your account application.
Account Information Change Form
Account Transfer Authorization
Additional Risk Disclosure
Beneficial Owner Certification Form
CME Non-Professional Self-Certification Form
CME Subscriber Trading Waiver Migration Request Form
Consent for Electronic Access to Statements
DBA Certification
Guaranty and Indemnification – Customer
Hedge Account Certification
Letter of Direction
Limited Power of Attorney
New Customer Signature Page
Related Account Authorization
OCR – Controller Form
Security Agreement and Assignment of Hedging Account
Subscriber Trading Waiver Migration Request Form
W-8BEN – Individuals
W-8BEN – Entities
W-9
When you have read and signed your account forms, please return them to your broker.
However, if you prefer, you may send your completed account forms to us directly.
Please write your broker’s name on the cover page of the account form.
Mail
Rosenthal Collins Group
New Accounts Department
222 W Adams Street, Suite 450
Chicago, IL 60606
Phone
New Accounts Department
312-795-7930
Scan
New Accounts Department
newaccounts@marex.com
For CME Group membership forms, please click here.