UBS
| Contact Us | Local Sitemap |
About UBS Wealth Management Careers
Home
Wealth Management US

UBS Home

Wealth Management US

UBS Homepage > Wealth Management US > Your Relationship With UBS > Account Forms > Individual Accounts


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 TypesForms to CompleteDisclosures

Resource Management Account® (RMA®)

Client Information & Agreement for Individuals/Resource Management Account® Application
Account Services Selection Application
New Account Booklet
Relationship Information Brochure
RMA Funds Prospectus
Loan Disclosure Statement
Retirement Accounts
Client Information & Agreement for Individuals/IRA Account Application
New Account Booklet
Relationship Information Brochure
Retirement Money Fund Prospectus
Trust/Estate Accounts
Account Application for Trust & Estate Accounts
Trustee Certification & Agreement for Non-ERISA Trusts
New Account Booklet
Relationship Information Brochure
RMA Funds Prospectus
Loan Disclosure Statement

Educational Funding
Account TypesForms to CompleteDisclosures
Coverdell Education Savings Account
Coverdell Education Savings Account Application & Adoption Agreement
New Account Booklet
Relationship Information Brochure
Retirement Money Fund Prospectus
529 College Savings Plan
Client Information & Agreement for Individuals/Resource Management Account® Application
New Account Booklet
Relationship Information Brochure
Retirement Money Fund Prospectus

Account Transfers
Account TypesForms to CompleteDisclosures
 
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.

Related Links
Resource Management Account
Traditional IRAs
Roth IRAs
Custodial Accounts
Coverdell Education Savings
Print this page    E-mail this page
Find a Financial Advisor
Enter your ZIP code
Find a Financial Advisor by name
Account Login

User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
Products & Services

Important legal information - please read the disclaimer before proceeding.
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com © UBS 2002-2008. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Privacy PolicyNotice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark Disclaimer.