Client FormsBrokerage Accounts - Unsure if you have a brokerage account? If you receive a detailed statement that says "Signator" on it, you have a brokerage account. The following forms work for any type of IRA whether you have a Traditional IRA, Rollover IRA, or Roth IRA. -Use this form to change the beneficiary(s) on your IRA. IRA Automatic Contribution EFT -Use this form to either set up or change the existing instructions to have your IRA automatically draft funds from your bank account to your IRA on a systematic basis. -Use if you have a Signator regular IRA and would like to convert a portion or all of the IRA to your Signator Roth IRA. -If you need to withdraw money from your IRA one time, but don't want it to come out every month, then this is the form for you. IRA Standing Distribution Authorization -Think you'll need to take some money out of your account every so often but don't want to fill out a "One Time" form every time but don't want to quite set it up to come out every month? This form authorizes me to call in your requests for distributions from your IRA. I have found that this form makes it easy on both parties.
All forms should be returned to Asa Lakeman by either e-mail, fax, or mail at: E-mail: alakeman@vantagepointefinancial.com Fax: 616-534-1340 Mailing Address: |
Contact Info
4671 West River Dr. NE
Comstock Park, MI 49321
Map and Directions
Phone: 616-988-9794
Fax: 616-534-1340