Account Forms

Use this page to access the applications and forms you need to open a new account or add features to your current U.S. Bancorp Investments account.

Download the PDF of the selected form to your computer.
Print the form.
Mail the completed form to U.S. Bancorp Investments, EP-MN-WS4M, 60 Livingston Avenue, St. Paul, MN 55107.

You will need Adobe Acrobat to view these forms. If you do not have Acrobat, download it for free here.

Apply online:

Download a paper application:

Request online:

Download a paper form:

Bank Link form

Use this form to link a bank account to your U.S. Bancorp Investments account.
Gifting Securities Letter of Instruction

Use this form for gifting securities to individuals or organizations.
IRA Beneficiary Designation form

Use this form to add, revoke, or update the beneficiary designations on your U.S. Bancorp Investments IRA account.
Margin and Short Account Agreement

Use this form to apply for margin or the ability to sell short on a non-IRA account.
Name Change Request form

Use this form to update your name due to a legal change.
Options Account Application and Agreement

Use this form to apply for Options trading.
Post Office Box Address Request form

Use this form to update your account address to a post office box.
Power of Attorney Affidavit form

Use this form to file a power of attorney to your U.S. Bancorp Investments account.
Transfer on Death Account Agreement

Use this form to establish transfer on death beneficiaries on individual or joint accounts.
Trading Authorization form

Use this form to add a trading agent to your U.S. Bancorp Investments account.