SSGA Account Types

SSGA offers various account types to cater to different investor needs, including:

• Individual Accounts: Suitable for individual investors looking to manage their investments.
• Retirement Accounts: Options include Traditional and Roth IRAs, designed for tax-advantaged retirement savings.
• Institutional Accounts: Tailored for institutional investors, providing access to a wide range of investment products.
• Trust Accounts: For individuals managing investments on behalf of a trust.
• Joint Accounts: Designed for two or more individuals wishing to invest together.

Each account type may have specific requirements, fees, and investment options.

SSGA Broker Account Opening Process

Opening an SSGA brokerage account involves the following steps:

• Complete the Application: Fill out the appropriate account application form, which can be found on the SSGA website. For retirement accounts, ensure you review the custodial account agreement.

• Provide Required Documentation:

• Domestic Clients: Typically need to provide a W-9 form (optional) and one supporting document.
• Foreign Clients: Must provide a W-8 form (required) and one supporting document. Entities may need additional forms like W-8IMY.
• Submit the Application: Mail or fax the completed application along with any required documentation to the specified address. For example, send to:

SSGA Funds

c/o U.S. Bancorp Fund Services, LLC

P.O. Box 701

Milwaukee, WI 53201-0701

• Initial Funding: Once your account is opened, you can fund it via wire transfer or check.

• Account Confirmation: A confirmation will be sent to your address of record once the account has been funded.

• Access Your Account: After opening, you can manage your account online, view balances, and execute trades.

For assistance, contact the SSGA customer service team at 1-800-242-0134.