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Thanks for your interest in Cumberland Brokerage!

If you do not have an account number, please call us at 888.999.6983. We will issue you an account number and password enabling you to immediately trade online.Please download, complete, and fax the forms which pertain to the type of account you are interested in opening from the following list.

New Account Forms
PFSI_20IRA_20Distribution_20Form.pdf
Title
Account Nature Codes
Affidavit of Sole Ownership - Foreign Accts.
Average Price Inventory Account Agreement
Certification Regarding Foreign Banks
Change of Address
Corporate Agreement
Customer Account Agreement (CAG)
Customer Account Agreement (CAG) w/Margin
Customer Subaccount Agreement
Document Transmittals
Domicile Affidavit
DVP New Account Approval
DVP New Account Approval - Fillable
DVP/Prime Brokerage Executing Broker Agmt.
Foreign Entity Declaration (Fillable)
Form 144
Form 144 Brokers Letter
Form 144 Sellers Letter
Form 144K Sellers Letter
Investment Club Account
IRA Distribution (DCGT)
Joint Account Agreement - Tenants In Common
Joint Account Agreement - WROS
Limited Liability Company Authorization
Limited Trading Authorization
Margin & Short Account Agreement
Margin Disclosure
New Account Approval Form
Non-Corporate Association
Option Agreement
Partnership Account Agreement
Payable on Death Agreement
PenFlex Account Application
PFSI Basic Plan Description for Employees
PFSI Coverdale ESA Simplifier
PFSI ESA Designation of Beneficiary
PFSI IRA Designation of Beneficiary
PFSI IRA Distribution
PFSI IRA Financial Disclosure
PFSI IRA Simplifier
PFSI Money Purchase Standardized Adoption Agreemen
PFSI Profit Sharing Standardized Adoption Agreemen
PFSI Qualified Designation of Beneficiary
PFSI Qualified Employee Data Worksheet
PFSI Qualified Guide to Establishing Qualified Pla
PFSI Qualified Plan Basic Plan Document
PFSI Roth IRA Financial Disclosure
PFSI Roth IRA Simplifier
PFSI SEP Adoption Agreement
PFSI SEP Eligibility Form
PFSI SEP Plan Document
PFSI SEP Summary for Employees
PFSI Simple IRA Participation Notice/Summary Desc
PFSI Simple IRA Plan Adoption Agreement
PFSI Simple IRA Plan Basic Plan Document
PFSI SIMPLE IRA Plan Eligibility Form
PFSI Simple IRA Plan Salary Reduction Agreement
PFSI SIMPLE IRA Simplifier
Power of Attorney
Presence Test
Privacy Policy
Qualified Plan Distribution (DCGT)
Required Minimum Distribution (DCGT)
Required Minimum Distributions
Scudder Money Market Funds Prospectus
Scudder Tax Exempt State Funds Prospectus
Security Futures Agreement
Short Sale Attestation
Simple IRA Distribution (DCGT)
Sole Ownership Affidavit
Trading Authorization (Full)
Transfer on Death
Trustee Certification
W8-Ben
W8-ECI
W8-EXP
W8-IMY