(503)-520-5000 Fax (503)-520-0530 email Sharpinv@aol.com web www.sharpinvestments.com 13160 SW Butner Road Beaverton, OR 97005 At Sharp Investments, we realize that filling out all the brokerage house paperwork can be a real headache for clients. Since we are familiar with it, it takes us much less time than someone seeing it for the first time. Therefore, Sharp Investments will fill out all the paperwork for clients and forward it to the client to read over and add signatures and initials. Client input is indicated by colored highlighting on the forms. If you wish to have your paperwork filled out, please provide the following information and fax or mail it to your Sharp Investments representative: General Investment Account Info Full Client name (or names for a joint account)_______________________________________________ Residential Address_____________________________________________________________________ Phone number____________________________ Bank branch reference___________________________ Business Address_______________________________________________________________________ Business Phone ______________________Date(s) of birth_____________________Citizenship(s)_____ Email address _____________________________ Fax number ________________________________ Social Security number(s)________________________________________________________________ Occupation(s)__________________________________________________________________________ Employer(s)___________________________________________________________________________ IRA Account marital status__________IRA beneficiary_______________________SS# of beneficiary______________ address of beneficiary____________________________________________________________________ Date of birth of beneficiary_______________ SEP-IRA or SIMPLE Account Federal Tax ID# of business_________________Income Tax Year End_______Plan Year End_________ Account Transfer Form A copy of your latest statement from current account being transferred Ultimate Market Account (checkwriting/Mastercard Debit card) mother's maiden name____________________