Use This Form If:

• Individuals who wish to automate their stock purchases can utilize these instructions to ensure that their broker buys shares only when the price is favorable. This helps investors take advantage of market fluctuations without needing to monitor prices constantly.
• For those looking to set specific investment goals, this form allows investors to dictate the exact number of shares and price point for purchase. This targeted approach can help in managing investment portfolios effectively.
• Situations requiring clear communication with brokers can benefit from these instructions, as they outline the investor's intentions and expectations. This clarity can prevent misunderstandings and ensure that the broker acts in accordance with the investor's wishes.
• Investors who are uncertain about how to communicate their buying strategy can use this form to provide structured guidance to their brokers. This can be particularly useful for new investors who may not be familiar with the nuances of stock trading.
• To comply with regulatory requirements, investors may need to document their trading instructions formally. This form serves as a written record of the investor's directives, which can be important for legal and compliance purposes.