Client Forms

Change of address request form
Use this form to change the mailing address on your account(s).
FINRA Mutual Funds Disclosure Statement
Print both pages; all account owners must sign. Fax or mail BOTH pages to Profile. (Fax: 02-624-2789; POB 7074, Jerusalem 91070)
Israeli customs form
DECLARATION ON THE REPORT OF MONETARY TRANSPORTATION ACCORDING TO ARTICLE 9 OF THE PROHIBITION ON MONEY LAUNDERING LAW To be filled at the time of importation of funds into or exportation of funds from Israel. If the total value of the funds exceeds 80,000 New Israeli Shekels (NIS); (1,000,000 NIS for a new immigrant entering Israel for the first time)
Letter of authorization to transfer cash/securities from one client Profile/PRG account to another
Use this form to transfer cash or securities from one account to another within NFS/Fidelity.
Managed money login
NRA Client Profile
NRA Client profile form for personal holding companies, offshore trusts, foundations and operating commerical entities
Request for statement of US social security benefits
Request for Earnings and Benefit Estimate Statement. This must be signed and mailed to social security.
Stock and bond power
This form may be used when depositing stock or bond certificates.
Trade Request Form
This form is used to request a trade. Trades may NOT be entered without a phone confirmation of this request. Therefore, you must call the office after sending in the completed form.
W-8 BEN
This form is signed by non-US entities opening accounts
W-9
This form is to be signed by U.S. entities.

Operations

Transfer money forms

In order to transfer money from your account, please click on the “Money transfers” tab on the left. You may also click HERE and then choose the appropriate form.

Reference

Business Continuity Plan
Profile Investment Services, LTD. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

Adobe Acrobat Reader	Microsoft Excel Viewer
Microsoft Word Viewer	Microsoft PowerPoint Viewer

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.

Client Forms

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