Mr. xxxx,
No, there is no form letter. You can write a letter in your own words stating that you wish for your shares to be loan exempt. Sign the letter, include your account number, and drop it off at a branch, fax it to 816-243-3764, or mail it to the following address:
TD Ameritrade, Inc.
PO Box 2270
Omaha, NE 68103-2270
Thanks,
Patrice M.
Apex Client Services, TD AMERITRADE
Division of TD AMERITRADE, Inc.
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