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Legal Documentation

Power of Attorney Affidavit and Indemnification
A Power of Attorney (POA) is an account in the name of a person who has appointed another person to act on his behalf under a power of attorney. If you would like to add a Power of Attorney to your account, please download, print, complete, and sign the Power of Attorney Affidavit and Indemnification form and send it back to UMB Financial Services, Inc. We will also need you to provide a complete copy of your Power of Attorney document with our completed form.

Stock Bond Power
Please download, print, complete, sign and send the Stock Bond Power form to UMB Financial Services, Inc. with your stock certificates.

Use of Certificate Registered in Other Name
The Use of Certificate is used when your brokerage account is set up individually and your stock certificate is registered jointly, or when your brokerage account is set up joint tenants and your stock is registered individually. Please download, print, complete, sign and send the Use of Certificate Registered in Other Name form to UMB Financial Services, Inc. along with your stock certificates.

Corporate Resolution
A Corporate Resolution is needed when establishing a corporate account.  It is also needed when the stock you are depositing is registered in the name of a corporation and is being deposited into a corporate account. Please download, print, complete, sign and send the Corporate/Unincorporated Organization Resolution form back to UMB Financial Services, Inc.

Non-Corporate Resolution
A Non-Corporate Resolution is needed when establishing a non-corporate account.  It is also needed when the stock you are depositing is registered in the name of a non-profit organization or other unincorporated entity. Please download, print, complete, sign and send the Corporate/Unincorporated Organization Resolution form back to UMB Financial Services, Inc.
 

Investment Products Offered Through UMB Financial Services, Inc.
Member FINRA, SIPC
 
  NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE  

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