Safekeeping Forms

 

Documents that are labeled with * are available in Microsoft Excel format. All other Documents are in Adobe PDF format. Adobe Acrobat Reader is required to view PDF files.

 

SFK-001 Safekeeping Delivery Instructions
SFK-002 Safekeeping & Securities Services - Purchase(s)/Receive(s) Form
SFK-003 Safekeeping & Securities Services - Sale(s)/Delivery(ies) Form
HLB-106 Global Authorization Form (replaces Safekeeping Signature Form)
COL-103 Securities and Deposits Submission Form for Advances*

 

If you need assistance with these forms or agreements, please contact the Safekeeping Department at 201-356-1067 or a Calling Officer at 212-441-6700.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
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