Ceera Investments, LLC Agreements and Forms: 

• Investment Advisory Agreement (version 2010.11)
• Client Information Sheet (version 2009.02)

TD Ameritrade- Account Opening Forms:

• Standard Account Application (version 2010.01)
• IRA Account Application (version 2010.07)
• Proxy Authorization Form (version 2008.03)

TD Ameritrade Accounts Deposit Instructions and Forms:

• External Asset/Account/Brokerage Transfer Form (version 2009.09)
• Electronic Funds Transfer Form (version 2010.02)
• Instructions- Direct Rollover from a company retirement plan (401k, 403b) (version 2010.08)
• Instructions- Check Deposit:
  • Make it payable to "TD Ameritrade Institutional"
  • Write Account Number in Memo Section
  • Mail it to:
    • Regular:   TD Ameritrade Institutional, P.O. Box 919094, San Diego, CA 92191-9040                               OR 
    • Express:   TD Ameritrade Institutional, 4075 Sorrento Valley Blvd., Suite A, San Diego, CA 92191       OR
    • Ceera Investments, LLC, 4911 Wedgewood Dr., Bellaire, Texas 77401

Disclosures:

• Form ADV. Part 2 (version 2011.03)
• Ceera Investments, LLC: Privacy Policy
• Completion of Forms-Disclosures and Permissions (version 2011.02)
• TD Ameritrade Disclosures (version 2011.11)
• TD Ameritrade IRA Disclosures (version 2010.10)
• TD Ameritrade Fees and Commissions (version 2007.04)

Other Forms:

• Wire Requests: Incoming, Outgoing
• TD Ameritrade Margin Agreement and Loan Consent (version 2010.06)
• Instructions - eWebPortfolio