Ubs authorization form 2026

1. Click ‘Get Form’ to open the UBS Authorization Form in the editor.
2. Begin by entering your account number and microfilm I.D. number at the top of the form. This information is crucial for identifying your account.
3. In the section labeled 'Liquidation Authorization Letter', specify whether you are authorizing the liquidation of your entire securities account or only certain securities. If it's only specific securities, list them along with their quantities and descriptions.
4. Provide the delivering firm's name, address, and account number in the designated fields to ensure proper processing.
5. Indicate how you would like the proceeds from the sale transferred to your UBS Financial Services account. Make sure to follow any specific instructions regarding check or wire transfer details.
6. If applicable, affix a Medallion Signature Guarantee stamp where indicated and ensure all parties sign if it’s a joint account.

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