Promotion applies to new accounts only. All applications must be submitted simultaneously in order for promotion to apply. If promo code is not indicated on the applications, promotion will not apply. Applications must be submitted with all required forms, as per our new account checklist. Please contact one of our account representatives to review your forms and ensure that they are completed according to our requirements. Failure to do so may result in a delay in your accounts being opened, and may affect eligibility for promotion.

Opening an account is as easy as...

Select an Account Type

Fill out forms

Sign & Submit

Selecting an account type

Filling out the appropriate forms

To open your new account, you’ll need to download, print, and sign the required forms.  The forms are downloadable in PDF format, and can easily be filled out by typing the required information directly into the form.

You will need Acrobat reader to view and fill in the forms.

click here for the latest version of ACROBAT READER

Signing & Submitting Your Forms

Most forms can be signed and submitted electronically.  For the security of your account, electronic form submission requests must be initiated by our office.  If you wish to submit a form electronically, please contact your account administrator.

For your security, some forms require an ORIGINAL, SIGNED COPY be mailed to our office.  For these forms, please mail to:

Viewing, Filling-out, Signing, and Submitting Forms

Adobe Acrobat

In order to view and fill out forms, please make sure you have the latest version of Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader installed on your computer, download Acrobat Reader for free.


We are pleased to announce that we now accept DocuSign for certain documents marked with the DocuSign logo. This will enable clients to electronically sign and submit forms directly to our office at NewAccounts@NextGenerationTrust.com.

First-time DocuSign Users:

Please click the DocuSign link below to set up your account. For a helpful “How-To” Guide, click here



Click below to upload secure files to Next Generation.