Find an application or form

Looking to open or manage an account? Use the tool below to find the appropriate application or form.

FreeNet Checking, Yield Pledge Money Market, Yield Pledge CD & CDARS® CD

Open an account

APPLY ONLINE

or apply using the documents below

Document		Description
	Application for new customers

	Application for existing customers	Use if you're an existing customer and applying for another account with the same account holder(s) and account title

	Trustee Certification	Include with your application to open your account as a Trust

	CDARS Deposit Agreement	Include with your application to open a CDARS CD

Open an IRA or Educational Savings Account (ESA)

Traditional & Roth IRAs

Document		Description
	Application for new customers	Use this application and the appropriate forms below to open your IRA or ESA
Document		Include with your application when…
	IRA Simplifier	Opening a Traditional IRA

	IRA Transfer Request	Transfer funds to your Traditional IRA

	IRA Rollover Certification	You rollover funds into your Traditional IRA

	Roth IRA Simplifier	Opening a Roth IRA

	Roth IRA Transfer Request	Transfer funds to your Roth IRA

	Roth IRA Rollover Certification	You rollover funds into your Roth IRA

	Roth IRA Direct Conversion Request	Converting a Traditional IRA to a Roth IRA & EverBank transfers the funds

	Roth IRA Conversion Request	Converting a Traditional IRA to a Roth IRA & you transfer the funds

	Beneficiary Designation	Designating more than 5 beneficiaries to your Traditional or Roth IRA

	Recharacterization Request	Transferring current-year funds from a Traditional to Roth IRA (or vice versa) or, when converting from a Roth to Traditional IRA

Inherited IRAs & Coverdell Educational Savings Accounts (ESAs)

Inherited & Inherited Roth IRAs

Document		Include with your application when…
	Inherited IRA Simplifier	Opening an Inherited IRA

	Inherited Roth IRA Simplifier	Opening an Inherited Roth IRA

	Beneficiary Designation	Designating beneficiaries to your Inherited or Inherited Roth IRA

Coverdell Educational Savings Accounts (ESAs)

Document		Include with your application when…
	ESA Simplifier	Opening an Educational Savings Account

	ESA Transfer Request	Transfer funds from one ESA to your new EverBank ESA

	ESA Rollover Certification	You rollover funds into your ESA

	Beneficiary Designation	Designating beneficiaries to your ESA

Make account changes or requests

Document		Use this form to…
	Manage Security Code	Create or change your Security Code

	Change Contact Information	Change your mailing address, residential address, phone number or e-mail on any/all of your accounts

	Change Name/Add Account Holder	Change your name or add an account holder to your account

	Manage Beneficiaries	Add or remove beneficiaries on your account

	Unauthorized Check Card Activity	Report unauthorized activity on your check card

	Request/Manage Check Card	Order a new/replacement check card or change your PIN

	Manage Trustees	Add or remove trustees from your account

	CDARS Deposit Agreement	Change the banks being excluded from your CDARS CD upon rollover

Make changes to your IRA or Educational Savings Account (ESA)

Document		Manage your beneficiaries for your…
	IRA Designation of Beneficiary	Traditional or Roth IRA

	Inherited IRA Designation of Beneficiary	Inherited or Inherited Roth IRA

	Coverdell ESA Designation of Beneficiary	Educational Savings Account

Moving money

Document		Use this form to …
	Deposit Slips	Make deposits to your account (note: for Traditional or Roth IRAs, use this Contribution/Deposit form)

	Request Bank Check	Request an official bank check

	Online Check Deposit	Apply for Online Check Deposit or make set-up changes

	Internal Funds Transfer	Link and electronically transfer funds between EverBank accounts

	External Funds Transfer	Electronically transfer funds from EverBank to another financial institution

	U.S. Dollar Wire Transfer	Authorize a wire transfer in U.S. dollars from EverBank to another U.S. or foreign financial institution

	Foreign Currency Wire Transfer	Authorize a wire transfer in a foreign currency from EverBank to another U.S. or foreign financial institution

Moving money in your IRA

Document		Use this form when…
	IRA Transfer Request	Transferring funds to your Traditional IRA

	IRA Withdrawal Request	Withdrawing funds from your Traditional IRA

	IRA Rollover Certification	You rollover funds into your Traditional IRA

	IRA Required Minimum Distributions	Withdrawing the required minimum from your Traditional IRA

	Roth IRA Transfer Request	Transferring funds to your Roth IRA

	Roth IRA Withdrawal Request	Withdrawing funds from your Roth IRA

	Roth IRA Rollover Certification	You rollover funds into your Roth IRA

	Roth IRA Direct Conversion Request	Converting a Traditional IRA to a Roth IRA & EverBank transfers the funds

	Roth IRA Conversion Certification	Converting a Traditional IRA to a Roth IRA & you transfer the funds

	Contribution/Deposit	Contributing/Depositing funds to your Traditional or Roth IRA

	Recharacterization Request	Transferring current-year funds from a Traditional to Roth IRA (or vice versa) or, when converting from a Roth to Traditional IRA

	Substantial Equal Payment	Taking an early distribution to your Traditional IRA under certain circumstances.¹

Coverdell Educational Savings Accounts (ESAs)

Document		Use this form when…
	ESA Contribution/Deposit	Contributing/Depositing funds to your ESA

	ESA Transfer Request	Transfer funds from one ESA to your new EverBank ESA

	ESA Withdrawal Request	Withdrawing funds from your ESA

	ESA Rollover Certification	You rollover funds into your ESA

World Markets: Foreign Currencies, MarketSafe CD & Non-FDIC insured Metals

Open an account

APPLY ONLINE

or apply using the documents below

Document		Description
	Application for new customers

	Application for existing customers	Use if you're an existing customer and applying for another account with the same account holder(s) and account title

	Trustee Certification	Include with your application to open your account as a Trust

Open an IRA

Document		Description
	Application for an IRA	Use this application and the appropriate forms below to open your IRA
Document		Include with your application to…
	Application Booklet	Open all IRA types (Traditional, Roth etc.) except Simple

	Application Booklet: Designated	Open a Simple IRA when your employer has selected EverBank as the financial institution of choice

	Application Booklet: Non-Designated	Open a Simple IRA with EverBank

	IRA Transfer In	Fund your IRA

Make account changes or requests

Document		Use this form to…
	Manage Security Code	Create or change your Security Code

	Change Contact Information	Change your mailing address, residential address, phone number or e-mail on any/all of your accounts

	Change Name/Add Account Holder	Change your name or add an account holder to your account

	Manage Beneficiaries	Add or remove beneficiaries on your account

	Manage Trustees	Add or remove trustees from your account

	CD Maturity Instructions	Manage your maturity instructions for your WorldCurrency CDs

Moving money

Document		Use this form to…
	Request Bank Check	Request an official bank check

	Online Check Deposit	Apply for Online Check Deposit or make set-up changes

	U.S. Dollar Wire Transfer	Authorize a wire transfer in U.S. dollars from EverBank to another U.S. or foreign financial institution

	Foreign Currency Wire Transfer	Authorize a wire transfer in a foreign currency from EverBank to another U.S. or foreign financial institution

	Foreign Currency Draft Request	Request a check from your World Markets account in a foreign currency

	CD Maturity Instructions	Manage your maturity instructions for your WorldCurrency CDs

	IRA Transfer In	Contribute/Deposit funds into your IRA

	IRA Transfer Out	Withdraw funds from your IRA

	Approval for Distribution of IRAs	Authorize the distribution of funds from your IRA

Business Accounts

Checking Accounts, Money Market, Certificate of Deposit & CDARS CD

Open an account

APPLY ONLINE

or apply using the documents below

Document		Description
	Business Application

	CDARS Deposit Agreement	Include with your application to open a CDARS CD

Make account changes or requests

Document		Use this form to…
	Manage Security Code	Create or change your Security Code

	Change Contact Information	Change your mailing address, residential address, phone number or e-mail on any/all of your accounts

	Manage Authorized Signers	Add or remove Authorized Signers to your account

	Unauthorized Check Card Activity	Report unauthorized activity on your check card

	Request/Manage Check Card	Order a new/replacement check card, change your PIN or request a change to cardholders' withdrawal limits

	CDARS Deposit Agreement	Change the banks being excluded from your CDARS CD upon rollover

Moving money

Document		Use this form to …
	Deposit Slips	Make deposits to your account

	Request Bank Check	Request an official bank check

	Internal Funds Transfer	Link and electronically transfer funds between EverBank accounts

	External Funds Transfer	Electronically transfer funds from EverBank to another financial institution

	U.S. Dollar Wire Transfer	Authorize a wire transfer in U.S. dollars from EverBank to another U.S. or foreign financial institution

	Foreign Currency Wire Transfer	Authorize a wire transfer in a foreign currency from EverBank to another U.S. or foreign financial institution

World Markets: Foreign Currencies, MarketSafe CD & Non-FDIC insured Metals

Open an account

APPLY ONLINE

or apply using the documents below

Document		Description
	Application for new customers

Make account changes or requests

Document		Use this form to…
	Manage Security Code	Create or change your Security Code

	Change Contact Information	Change your mailing address, residential address, phone number or e-mail on any/all of your accounts

	Request/Manage Check Card	Order a new/replacement check card, change your PIN or request a change to cardholders' withdrawal limits

	Manage Authorized Signers	Add or remove Authorized Signers to your account

	CD Maturity Instructions	Manage your rollover instructions for your maturing WorldCurrency CDs

Moving money

Document		Use this form to…
	Request Bank Check	Request an official bank check

	U.S. Dollar Wire Transfer	Authorize a wire transfer in U.S. dollars from EverBank to another U.S. or foreign financial institution

	Foreign Currency Wire Transfer	Authorize a wire transfer in a foreign currency from EverBank to another U.S. or foreign financial institution

	Foreign Currency Draft Request	Request a check from your World Markets account in a foreign currency

	CD Maturity Instructions	Manage your rollover instructions for your maturing WorldCurrency CDs

EverTrade Direct Brokerage - Personal or Business Accounts

Open an account

APPLY ONLINE

or apply using the documents below

Personal Accounts

Document		Description
	Application for new customers

	Application for EverBank customers	Use if you're an EverBank customer and applying for brokerage account with the same account holder(s) and account title

Document		Include with your application…
	Joint Account Agreement	If you are opening an account with more than 1 account holder

	ACAT	If you are transferring assets from another brokerage

	Margin Agreement	To set up margin trading privileges

	Options Agreement	To apply for option trading privileges

	Full Trading Authorization	To provide a non-account holder the ability to trade on your account and withdraw funds

	Limited Trading Authorization	To provide a non-account holder the ability to trade on your account

	Transfer On Death	To name beneficiaries to your account

	Trustee Certification	To open your account as a Trust

Open an IRA

Document		Description
	Application for EverTrade IRAs	Use this application and the appropriate forms below to open your IRA
Document		Include with your application to…
	IRA Simplifier	Open your account as a Traditional IRA

	Roth IRA Simplifier	Open your account as a Roth IRA

	Coverdell ESA Simplifier	Open your account as a Educational Savings Account (ESA)

Open a Business Account

Document		Include with your application…
	Application for new customers

	Corporate Account	When applying for a brokerage account as a corporation

	LLC Account	When applying for a brokerage account as an LLC

	Partnership Account	When applying for a brokerage account as a partnership

	Sole Ownership Account	When applying for a brokerage account as a sole proprietor

	Non-Profit Organization Account	When applying for a brokerage account as a non-profit or non-corporate organization

	ACAT	If you are transferring assets from another brokerage

	Margin Agreement	To set up for margin trading privileges

	Options Agreement	To apply for option trading privileges

	Limited Trading Authorization	To provide a non-account holder the ability to trade on your account

Make account changes or requests

Note: signatures from all account holders are required when making any changes to your account.

Document		Use this form to…
	Manage Security Code	Create or change your Security Code

	Change Contact Information	Change your mailing address, residential address, phone number or e-mail on any/all of your accounts

	Transfer on Death	Name beneficiaries to your account

	Cost Basis	Record the initial value of your position

Manage trading options/preferences

Document		Use this form to…
	ACAT	If you are transferring assets from another brokerage

	Margin Agreement	Set up for margin trading privileges

	Options Agreement	Apply for option trading privileges

	Irrevocable Stock/Bond Power	Ensure stock ownership when depositing a stock certificate

	Full Trading Authorization	Provide a non-account holder the ability to trade on your account and withdraw funds

	Limited Trading Authorization	Provide a non-account holder the ability to trade on your account

	IRA Withdrawal Request	Withdraw funds from your Traditional IRA

	Roth IRA Withdrawal Request	Withdraw funds from your Roth IRA


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Find an application or form

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Traditional & Roth IRAs

Inherited & Inherited Roth IRAs

Coverdell Educational Savings Accounts (ESAs)

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Personal Accounts

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