Here are forms and online resources that you can use to manage your J.P. Morgan Wealth Management account(s). Choose "update online" to complete some of the actions below quicker and easier through our online experience.
Instructions to submit PDFs:
Request a name change on your investment account.
Establish power of attorney on your investment account.
Certify that accounts, documents and information pertain to the same person despite name variations.
Set up a direct rollover from an employer-sponsored plan.
Authorization form to send duplicate account statements and/or trade confirmations to an interested party.
Update an existing beneficiary designation on your retirement account.
Send us this form along with a check to deposit into your IRA.
Set up a one-time distribution, rollover or removal of excess contribution from your J.P. Morgan Self-Directed Investing IRA. If you fill out the PDF version, please remember to indicate your withholding amount on page 7 and sign this form in pen rather than digitally, to ensure we can process it.
Remove joint tenant(s) from your investment account.
Request a one-time outgoing wire transfer from your non-retirement account.
Send us this form along with a check to deposit into your non-retirement account.
Request a third-party check be sent from your non-retirement account.
Cancel a previously authorized outgoing account transfer request.
Request an outgoing transfer of DTC-eligible securities to another firm.
Deposit physical securities into your investment account.
Request a one-time qualified charitable distribution from your Traditional or Roth IRA. Please remember to indicate your withholding amount on page 4 and sign this form in pen rather than digitally, to ensure we can process it.
Send us this form along with a check to deposit into a qualified retirement plan or a Coverdell Education Savings Account.
Request a characterization of a contribution to your Traditional or Roth IRA.
Request a one-time Roth IRA conversion from a Traditional IRA or SEP account. Please remember to indicate your withholding amount on page 6 and sign this form in pen rather than digitally, to ensure we can process it.
Authorize the sale of a non-transferable security from your account.
Set up, change or cancel Automatic Statement Consolidation for your accounts.
Remove a stop that was previously placed on a certificate with a transfer agent.
Authorize an agent to trade in and/or disburse funds from your account.
Transfer money or securities between your J.P. Morgan accounts.
Transfer securities or money from another institution to your J.P. Morgan account.
Set up or update Transfer on Death (TOD) beneficiary designation(s) for your non-retirement investment account.
Request the value of a J.P. Morgan Securities LLC (JPMS) account and/or request a step-up in cost basis from JPMS.
Request a name change on your investment account.
Establish power of attorney on your investment account.
Certify that accounts, documents and information pertain to the same person despite name variations.
Authorization form to send duplicate account statements and/or trade confirmations to an interested party.
Update an existing beneficiary designation on your retirement account.
Remove joint tenant(s) from your investment account.
Set up, change or cancel Automatic Statement Consolidation for your accounts.
Set up or update Transfer on Death (TOD) beneficiary designation(s) for your non-retirement investment account.
Request the value of a J.P. Morgan Securities LLC (JPMS) account and/or request a step-up in cost basis from JPMS.
Send us this form along with a check to deposit into your IRA.
Send us this form along with a check to deposit into your non-retirement account.
Request a third-party check be sent from your non-retirement account.
Deposit physical securities into your investment account.
Send us this form along with a check to deposit into a qualified retirement plan or a Coverdell Education Savings Account.
Remove a stop that was previously placed on a certificate with a transfer agent.
Request a one-time qualified charitable distribution from your Traditional or Roth IRA. Please remember to indicate your withholding amount on page 4 and sign this form in pen rather than digitally, to ensure we can process it.
Request a characterization of a contribution to your Traditional or Roth IRA.
Request a one-time Roth IRA conversion from a Traditional IRA or SEP account. Please remember to indicate your withholding amount on page 6 and sign this form in pen rather than digitally, to ensure we can process it.
Set up a direct rollover from an employer-sponsored plan.
Set up a one-time distribution, rollover or removal of excess contribution from your J.P. Morgan Self-Directed Investing IRA. If you fill out the PDF version, please remember to indicate your withholding amount on page 7 and sign this form in pen rather than digitally, to ensure we can process it.
Request a one-time outgoing wire transfer from your non-retirement account.
Cancel a previously authorized outgoing account transfer request.
Request an outgoing transfer of DTC-eligible securities to another firm.
Authorize the sale of a non-transferable security from your account.
Authorize an agent to trade in and/or disburse funds from your account.
Transfer money or securities between your J.P. Morgan accounts.
Transfer securities or money from another institution to your J.P. Morgan account.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.
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Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.
JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan Chase Bank N.A. Member FDIC.
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J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE: