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
Certification of Trust
Consolidated Performance Statement Request
Contributions Instructions - Check-Securities Receipt
Contributions Instructions - Periodic
Customer Account Transfer
Distribution Request - Distribution on Demand
Distribution Request - IRA Required Minimum Distribution
Distribution Request - IRA-ESA
Market Pace Confidential Client Profile
Market Pace Confidential Client Profile - JP
Market Pace II Confidential Client Profile
Market Pace II Confidential Client Profile - JP
Market Pace Source of Funds for New Accounts
Optimum Market Portfolios Confidential Client Profile
Optimum Market Portfolios Confidential Client Profile - JP
Prospectus Receipt
Roth IRA Adoption Agreement
Securities or Check Receipt
Transfer on Death Agreement - Individual
