H&R Block Financial Advisors

Find the office or tax pro to get you every advantage at tax time, explain all your refund options, and offer tax help year-round.

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do-it-yourself online and software solutions, with built-in expertise from H&R Block.

NEW: Prepare your taxes online plus get unlimited advice from a real H&R Block tax pro who will correct, guarantee and e-file your return — all without having to leave your home.

Get accurate tax tips, estimate your taxes and build your tax prep checklist. Start your tax planning here.

Post your tax question — any tax question — and H&R Block tax professionals will answer it for free.

Our traditional checking, savings, certificates of deposit, IRAs, loans and the Emerald Card offer simple and smart banking solutions.

Find solutions to your technical questions. From forgotten logins to printing past returns to program troubleshooting, we're here to help with the online and phone support you need.

H&R Block Financial Advisors is now an Ameriprise Financial company.
Read the important disclosure before downloading forms and applications.

Forms & Agreements

For your convenience, you can download forms from this site. Forms are in Adobe Acrobat Reader PDF format. For actual descriptions of the forms click on the

for the form nature. You need to have Acrobat Reader installed on your computer to view and print these forms. Download Adobe Acrobat Reader now!

Please send all IRA withdrawal or transfer requests to:

H&R Block Financial Advisors
ATTN: Retirement Services
719 Griswold Street, Suite 1700
Detroit, MI 48226-3318
Fax 313-628-1492

For security purposes, we do not accept written trade instructions. You must contact your financial advisor or contact our Investor Center at 1-866-295-7912 to liquidate the positions in your account.

For all other requests:

H&R Block Financial Advisors
Investor Center
PO Box 32310
Kansas City, MO 64171-5310
Fax number 816-504-1570

Download a form/application

Applications

Cash Management Features Application
Investors Account Application
IRA Application
IRA Application - Educational
Option Acount Application

Transfer Forms

Account Transfer
Account Transfer Form-Partial
Request to Journal Funds/Securities
Smartwire Form
IRA On-Demand Distributions Form
Wire Transfer

Investment Account Forms

Certificate Delivery with Ownership Transfer
Change of Address Form
Direct Deposit Form
Dividend & Bond Interest Autopay
Fee Schedule
Mutual Fund Systematic Withdrawal
Periodic Distribution Form
Risk Disclosure Statement (options)
Stock/Bond Power Request
Systematic Investing (Mutual Fund Automatic Investing Form)
Third Party Release Form

IRA Forms

Change of Beneficiary Form
Deposit Slips - Express Accounts
Easy IRA - Account Transfer Form
Express IRA Direct Deposit Form
Express IRA Rescission
IRA Autopay Request
IRA Rollover Authorization
IRA Withdrawal Form
Retirement Plan Direct Rollover Authorization
Roth IRA Service Request
SEP-IRA
Traditional IRA to Roth IRA Conversion/Rollover Authorization

Corporate & Partnership Agreements

Corporate Cash Account
Corporate Resolution
Margin and Option Agreement
Partnership Account Agreement

Sole Proprietorship & Investment Clubs

Affidavit of Sole Ownership
Investment Club Cash Account
Non-Corporate Resolution

Trust Accounts & Other Legal Forms

Acknowledgement of Disability
Affidavit of Domicile
Amendment of Clarification of Revocable Living Trusts
Certification of Trust & Investment Powers
Form W-8BEN
Form W-9
Gifting Form
Power of Attorney Certification
Transfer on Death Account Agreement

Agreements (Download for your Records)

Client Guide & Investors Account Agreement
NYSE/NASDAQ
Online Service Agreement
Online User Guide

Account Management Forms

Household Authorization Form
Letter of Authorization for Duplicate Statements
Trading Authorization Form

Accounts

Education

Careers

Help Center

Research

Select Client Group

Phone

1-866-714-5499
Monday - Friday
7:00 a.m. to 6:00 p.m. CST

Ameriprise Advisor Services, Inc. is no longer a separate entity. All references to Ameriprise Advisor Services, Inc. should now be considered references to Ameriprise Financial Services, Inc. This material is distributed by Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services described may not be available in all jurisdictions or offered by all advisors.

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The products and services on this website may be covered by one or more of the following U.S. Patents: 5,706,442; 6,014,645; 6,131,115; 7,010,507;
7,032,008; 7,072,862; 7,127,425; 7,177,829; 7,310,617; 7,296,065.