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Safekeeping Forms

If you need assistance with these forms or agreements, please contact the Safekeeping Department at (201) 356-1033 or a Relationship Manager at (212) 441-6700.

  • COL-152
    Instructions for Establishing an Accommodations Account pdf
  • HLB-106
    Global Authorization Form pdf
  • SFK-001
    Delivery Instructions and Deadlines for Securities pdf
  • SFK-002
    Custody and Pledging Services – Purchase(s)/Receive(s) Form pdf
  • SFK-003
    Custody and Pledging Services – Sale(s)/Delivery(ies) Form pdf
  • SFK-004
    Safekeeping & Securities Services – Federal Reserve Pledge Form xls
  • SFK-005
    Custody and Pledging Services – NJ Department of Banking and Insurance GUDPA Form pdf
  • SFK-006
    Custody and Pledging Services – Third Party Pledge Form pdf
  • SFK-007
    Securities Account Control Agreement pdf
  • SFK-008
    New York City Department of Finance Form pdf