Form Instructions
Use this page to access links to open a U.S. Bancorp Investments self-directed account and forms to add features to your U.S. Bancorp Investments account. Many of the forms can also be completed using E-sign. The E-sign process is easy to take advantage of. Simply call the Wealth Management Advisory and Service Center for assistance.
To submit a form for processing:
- Download the PDF of the selected form to your computer.
- Print the form and complete required fields.
- Return the form
Email to: usbiservice@usbank.com
Mail to: USBI, EP-MN-WN20, 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.
Open a new U.S. Bancorp Investments account
Apply online:
Open a Self-Directed Brokerage or Brokerage IRA Account
To open an account type not available online, call the Wealth Management Advisory and Service Center for assistance.
Transfer assets to your U.S. Bancorp Investments account
Request online:
Transfer assets electronically
Download a paper form:
Account Forms
Bank Link form
Use this form to link a bank account to your U.S. Bancorp Investments account.
- E-sign eligible for U.S. Bank accounts (not external accounts)
Gifting Securities Letter of Instruction
Use this form for gifting securities to individuals or organizations.
- E-sign eligible
IRA Beneficiary Designation form
Use this form to add, revoke, or update the beneficiary designations on your U.S. Bancorp Investments IRA account.
- E-sign eligible
Transfer on Death Account Agreement
Use this form to establish transfer on death beneficiaries on individual or joint non-IRA accounts.
- E-sign eligible
Margin Account Agreement
Use this form to apply for margin on a non-IRA account.
Options Account Application and Agreement
Use this form to apply for Options trading.
Characteristics and Risks of Standardized Options
Name Change Request form
Use this form to update your name due to a legal change.
Post Office Box Address Request form
Use this form to update your account address to a post office box.
- E-sign eligible
Power of Attorney Affidavit form
Use this form to file a power of attorney to your U.S. Bancorp Investments account.
Trading Authorization form
Use this form to add a trading agent to your U.S. Bancorp Investments account.