AAS IAR Forms

GLP AAS IAR Forms

AAS Annual Client Contact and Account Maintenance Form

AAS ADV Part 2A Brochure 3.31.2022

AAS CLIENT DISCRETIONARY AGREEMENT 6.2022

Aspire 403b 457 Distribution Request Hardship

Aspire 403B 457 Distribution Request In Service

Aspire 403b 457 Distribution Request RMD

Aspire 403b 457 Distribution Request Separation of Service

Aspire Financial Professional Authorization Form 403b/457

Aspire 403b 457 Loan Request Form

Aspire AAS 403b Application

Aspire AAS 457 Application

Aspire AAS Transfer Exchange Rollover Request

Aspire Account Maintenance Request Form

Aspire GLP 403b Application

Aspire GLP 457b Application

Aspire GLP Roth IRA Application

Aspire GLP Traditional IRA Application

Aspire GLP Transfer Exchange Rollover Request

CRS 3.2022

GLP ROLLOVER RECOMMENDATION & ATTESTATION QUESTIONNAIRE 7.11.22

Fidelity Advisor IRA Application

Fidelity Advisor IRA Transfer Rollover

Fidelity Advisor NQ Application

Form CRS Acknowledgement 6.2020

GLP Asset Allocation Worksheet

GLP Change of Dealer or Agent Form

GLP NEW ACCOUNT FORM + CRS + REG BI + PRIVACY POLICY 08.2022

GLP IS Request for Signature Guarantee

GLP Share Class Disclosure Form

GLP TRANSFER AUTHORIZATION FORM (TAF) 10.25.22

GLP RECOMMENDATION ANALYSIS FORM 12.8.2022

GLP UNSOLICITED ROLLOVER DISCLOSURE

BD.IA Pending New Account Form CRS Acknowledgement

IPX AAS Account Applicationn

IPX FPS BD 403B 457 Account Application

IPX 403B-457 Transfer-Exchange -Rollover Form 10-22

IPX FPS Beneficiary Change Form

IPX FPS Distribution Request Death of Account Owner

IPX FPS Distribution Request Disability

IPX FPS Distribution Request Hardship

IPX FPS Distribution Request In Service

IPX FPS Distribution Request RMD

IPX FPS Distribution Request Separation of Service

IPX FPS Loan Request Form

IPX FPS IRA Application

IPX FPS IRA Transfer Request Form

IPX FPS Participant Personal Information Change Form

IPX Internal Plan-to-Plan Transfer Request Form 08-22