Frequently Used Forms & Agreements

Find what you need here

Account Forms & Documents

When you open an account online, you'll automatically be shown the forms you need. If you prefer to open your account by mail, please select the necessary forms below, complete and sign the forms, then mail them to us.

Note: If you plan to trade online, please be sure to include the Online Service Agreement (found below in Additional Forms tab).

Mail all forms to:
GAIN Securities
27600 Chagrin Blvd.
Cleveland, OH 44122

Retirement account forms
Traditional IRA Application Apply Download
Roth IRA Application Apply Download
Simple IRA Application Apply Download
Rollover IRA Application Apply Download
Coverdell Education IRA Application   Download
Profit Sharing Plan/Money Purchase Plans   Download
IRA Distribution Request Form   Download
Roth IRA Distribution Request Form   Download