Brochures & Documentation
LaraDorbecker Securities Corporation
Securities offered through Sunbelt Securities Inc., Member FINRA & SiPC
Correspondent of National Financial Services, LLC., a Fidelity Investments Company.
Texas General Lines Insurance Agency
Please click on the Title to download the PDF. document. Adobe Acrobat Reader is required, download it from the following link:
http://www.adobe.com/products/acrobat/readstep2.html
Corporate Resolutions Brokerage Account
Taxpayer ID Certification Substitute W9
Sunbelt Securities Inc.
Customer Identification Program CIP
In accordance with the U.S. Patriot Act, all financial institutions are required by law to obtain the following information for each individual or entity opening any new account:
- Legal Name
- Address of Permanent Residence or Principal Place of Business
- Social Security Number or Taxpayer Identification Number
- Foreign Passport (valid)
- Date of Birth (for individuals)
We will request a copy of your US driver's license or other identification documents, such as a Passport for each account holder.