Form entitlement 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1, where you will input your Organization Information. Fill in the Organization ID # if available, and provide the Organization Legal Name and Primary Business Name. Select the appropriate Organization Type from the options provided.
3. In Section 2, designate the SAA by entering their First Name, Middle Initial, Last Name, Email, and Phone Number. Ensure all required fields marked with an asterisk (*) are completed.
4. Proceed to Section 3 for Agreement and Signature. The Authorized Signatory must sign and print their name, title, and email address. Make sure that the email matches what is filed in CRD or IARD.
5. Review all entries for accuracy before submitting. You can submit via electronic signature or mail as per the instructions provided.

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