Account Management

To Update Your Account Information

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

For ACAT – Account Transfer Request

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

To download free of payment delivery instruction

This form is required to process Free of Payment (FOP) securities deliveries. Ensure all sections are completed before submission.
Free of Payment delivery instruction

New account application form – individual

Use this form to open a new account with Univest Securities. Complete all required fields and submit with any necessary identification or supporting documents.
New Account Application Form

New account application form – entity

Use this form to open a new account with Univest Securities. Complete all required fields and submit with any necessary identification or supporting documents.
New Account Application Form

Margin agreement

This agreement is required to enable margin trading on your account. Please read carefully, complete all sections, and return a signed copy for processing.
Margin Agreement Form

Funds & Securities Instructions

To Initiate a Wire Transfer

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

To Deposit Securities

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

DWAC Withdrawal form

Use this form to request the electronic withdrawal of eligible securities via the DWAC (Deposit/Withdrawal at Custodian) system. Ensure all required information is provided to avoid processing delays.
DWAC Withdrawal Form

Authorizations & Special Transactions

To download the Letter of Authorization for Stock Transfer (LOA)

This form is required to authorize the transfer of stocks between accounts. Ensure all required fields are completed before submission.
Letter of Authorization for Stock Transfer

Rule 144 Sale Order Checklist

Please download and submit the Rule 144 Sale Order Checklist.
Rule 144 Sale Order Checklist

For IPO Participation

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

Tax Forms

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