Tax Season

2019  Tax Cheat Sheet

Capital Insurance & Investment Planning Forms

Annual Checklist
Budget Form
Client Profile Questionnaire
Columbus Life DE Term, DE UL
Columbus Life HIV Consent Form
Columbus Life NJ Term, NJ UL
Columbus Life PA Term, PA UL Estate Planning Questionnaire
Life Events Checklist

Cadaret, Grant Forms

Variable Annuity Acknowledgment Form
Cadaret, Grant New Account Form
Change of Dealer Authorization
Address Change Request Form
Name Change Form

Pershing Forms

ACAT Transfer Form
Affidavit of Domicile
Direct Deposit Authorization
International Fed Wire Authorization
New Account Argeement
Non Qualified New Account/ACAT Packet
Roth IRA Adoption Agreement New Account
IRA Adop Agr & Plan Doc
Simple IRA & New Account Form/ACAT
W-9 Form
Trustee Certification of Investment Powers

Transfer on Death Account Agreement-Individual
Transfer on Death Account Agreement-Joint

Advisory Services/TIMS Forms

ACH Authorization Agreement
IRA Adoption Agreement and Plan Document
Designation of Benificiary
IRA Distribution Form
IRA Resource Checking Agreement
TIMS to Pershing New Account Form
PES Cost Basis Form
QRP-Qualified Plan Distribution Form
Roth IRA Adoption Agreement and Plan Document
Transfer on Death Account Agreement-Individual
Transfer on Death Account Agreement-Joint

Schwab Forms

Account Application Addendum
Affidavit of Domicile
Change of Address
Dollar Cost Averaging
IRA Beneficiay
IRA Distribution
Limited Power of Attorney
Money Link
Stock/Bond Power
Schwab Option Agreement


New Account Packets

TIMS I Pershing
TIMS I Pershing IRA
TIMS II Pershing
TIMS II Pershing IRA
Consulting Services

Schwab Account Applications

Traditional IRA Contributory
Traditional IRA Rollover
Roth IRA Contributory
Roth IRA Conversion

Incorporated Organiation Application

Non-Incorporated Organization Application

Transfer Forms

Schwab Account Transfer

Pershing Account Transfer

Beacon Capital Forms

IRA Distribution Form

IRA Beneficiary Account Applocation

Beneficiary Designation Form

Eledctronic Funds Transfer Form

TOD Form