INDEPENDENT ADVISERS GROUP FORMS
These forms are Broker Dealer Specific. If you want to see which forms are currently available for your Broker Dealer, please call 800-985-2174. You can also download a free 30-day trial of Laser App that will include all of the forms available to your Broker Dealer.
ACH Authorization (Non-Retirement)
Adoption Agreement - Traditional and SEP IRA
Advisory Account Client Contact Form
Certification of Trust
Consolidated Performance Statement Request
Contribution Instructions - Journal Request
Contributions Instructions - Check-Securities Receipt
Contributions Instructions - Periodic
Customer Account Transfer
Designation of Beneficiary - IRA
Distribution Request - Distribution on Demand
Distribution Request - IRA Required Minimum Distribution
Distribution Request - IRA-ESA
Market Pace II Profile and Agreement (Prog A)
Market Pace II Profile and Agreement (Prog B)
Market Pace Profile and Agreement (Prog A)
Market Pace Profile and Agreement (Prog B)
Market Pace Source of Funds for New Accounts
MP-MPII Source of Funds for Additional Deposits
OMP Client Profile and Agreement (Prog A)
OMP Client Profile and Agreement (Prog B)
OMP Model Portfolio Selections
OMP Source of Funds for New Accts
Prospectus Receipt
Roth IRA Adoption Agreement
Securities or Check Receipt
Transfer on Death Agreement - Individual
