Frequently Used Forms

Below are links to on-line account forms used by First Clearing, LLC. Completed forms should be mailed to Burke, Lawton, Brewer & Burke, LLC, P.O. Box 950, Spring House, PA 19477. Please contact your account representative if you have any questions about these forms.

• New Account Form
• ACH Authorization Agreement
• Securities Cash Acct. Agreement/Substitute W9
• Margin Account Agreement
• Authorization to Transfer Securities or Money
• Customer Account Transfer
• IRA Enrollment and Change of Beneficiary Form
• Distribution Request from IRA
• IRA Rollover Contribution
• IRA Contribution
• IRA Enrollment
• Joint Owner Associated Person Information