Account Types Offered
Goldman Sachs
Personal Accounts:
- Individual
- Joint - Right of Survivorship
- Joint - Community Property
- Joint - Tenants by Entirety
- Joint - Tenants in Common
- Custodial (UGMA/UTMA)
Trust Accounts:
- Revocable Trust
- Irrevocable Trust
Business Accounts:
- The Supplemental Entity Information Form is required.
- Corporation
- General Partnership
- Limited Partnership
- Limited Liability Company
- Sole Proprietorship
Retirement Accounts:
- IRA Rollover
- Traditional IRA
- Roth IRA
- SEP IRA
- Inherited IRA
- Select IRA Rollover or Roth IRA as the account type on the OneAp. The Inherited IRA Amendment Form is required.
- SIMPLE IRA
- The Employer and Employee Certification Forms are required. These forms are also included as part of the account application.
- 401K, Defined Benefit Plan, Pension Plan
- Please contact Support for more information at 800-949-9936 x2.
For Financial Professional Use Only. Not for Distribution.