UBS offers a wide range of account types and account management features. Your Financial Advisor will work with you to select the account or combination of accounts, whose features best suit your needs, and to guide you in completing all necessary documentation. The forms and disclosures associated with the most frequently used account choices for individuals are attached below.

General Investment Accounts
Account Types	Forms to Complete	Disclosures
Resource Management Account® (RMA®)	Resource Management Account® Application Account Services Selection Application	New Account Booklet Relationship Information Brochure RMA Funds Prospectus Loan Disclosure Statement
Retirement Accounts	IRA Account Application IRA Beneficiary Designation Update Form	New Account Booklet Relationship Information Brochure Retirement Money Fund Prospectus
Trust/Estate Accounts	Account Application for Trust and Estate Accounts Trustee Certification and Agreement for Non-ERISA Trusts	New Account Booklet Relationship Information Brochure RMA Funds Prospectus Loan Disclosure Statement

Educational Funding
Account Types	Forms to Complete	Disclosures
Coverdell Education Savings Account	Coverdell Education Savings Account Application and Adoption Agreement	New Account Booklet Relationship Information Brochure Retirement Money Fund Prospectus
529 College Savings Plan	Resource Management Account® Application	New Account Booklet Relationship Information Brochure Retirement Money Fund Prospectus

Account Transfers
Account Types	Forms to Complete	Disclosures
	Account Transfer Form Liquidation Authorization Letter

The account forms and related documents provided by UBS Financial Services Inc. are intended for use by, and distribution to individuals, corporations, businesses and partnerships residing/domiciled in the United States. The documents are not intended for use by, or distribution to any person, corporation, business and partnership residing/domiciled outside of the United States.