Account Transfer Request

For ACAT – Account Transfer Request

If you need to transfer your account, please download the Curvature ACAT Form.
Curvature ACAT Form

Tax Forms (Tax Forms for US Residents and Non-Residents)

For US Residents

Entities or individuals residing in the US for tax purposes should download the FW9 form.
FW9 Form

For Non-US Resident Individuals

Individuals not residing in the US and who are the beneficial owners of income should download the FW8BEN form.
FW8BEN Form

For Non-US Resident Entities

Entities not residing in the US and who are the beneficial owners of income should download the FW8BENE form.
FW8BENE Form

IPO Participation

For IPO Participation

If you’re participating in an IPO, please sign and submit the IPO Disclosure and Certificate.
IPO Disclosure and Certificate

Account Information Update

To Update Your Account Information

Need to update your account details? Download the Univest Account Update Form.
Univest Account Update Form

Securities Deposit Request

To Deposit Securities

For depositing securities into your account, please download the Securities Deposit Request Form.
Securities Deposit Request Form

Wire Transfer Request

To Initiate a Wire Transfer

Need to initiate a wire transfer? Please download and submit the Wire Request Form.
Wire Request Form

Free of Payment delivery instruction

To download free of payment delivery instruction

Please download and submit the Free of Payment delivery instruction.
Free of Payment delivery instruction