Additional Forms can also be included, such as:
New Account Applications, Reitrement Adoption Agreements, Trustee Certifications, Corporate Resolutions, Option Paperwork, or other required or desired forms and disclosures.
Other Forms and Services:
Overnight Airbills to and/or from the client
Annuity or outside Mutual Fund Dealer Change Letters
Mailing or File Labels
Business Cards, Memo Pads
Announcements or Invitations
Mailing Services - special projects, etc.
Electronic Documents Fill-able PDFs on flash drive:
E-Doc Full Service
♦If firm approved and arranged, utilize an electronic signature service to fully reap the benefits of electronic
forms technology, or …
♦If firm approved, email to clients to print, complete, scan and return electronically, or …
♦Email to clients to print, complete and return via USPS, FedEx/UPS, etc.
Electronic documents (no paper), all accounts and master of disclosure documents via PDF on flash drive.
Savings could include fees for printing, sign here flags and shipping.
E-Doc Add-on Service
♦PDFs for Advisor reference, in case of lost forms, and/or to email to clients preferring e-docs.
Hard copy mailing (paper), plus all accounts and master of disclosure documents via PDF on flash drive.
We customize our services to meet your needs.