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Commonly requested forms containing links to DocuSign for your convenience (forms not linked to DocuSign are not eligible for eSignature).

GeoWealth Updates

• GeoWealth Policy Reminders

Universal Forms

• Tax Harvest Instructions
• Advisory Fee Change Instruction Form
• Client Mass Transition Plan
• Change Advisor and/or RIA Firm Form
• Concierge Form
• Limited Power of Attorney (LPOA) Form
• Trading Letter of Instruction (LOI) Form
• Account Funding Instructions
• Householding Authorization Form
• Model Investment Instructions Form
• Required New Account Forms

Goldman Sachs Forms: New Account

• Required New Account Forms
• Qualified Retirement Plan Setup Form
• Inherited IRA Account Amendment Form
• Employee & Employer SIMPLE IRA Form

Goldman Sachs Forms: Account Maintenance

• Account Transfer Form
• Taxable Account Beneficiary Designation Form - Transfer on Death
• Third Party Money Movement Authorization Form
• Margin Borrowing Authorization Form
• Supplemental Entity Information Form
• Trustee Indemnification Form
• Know Your Client Addendum Form
• Internal Account Transfer Form
• Goldman Sachs Bank Link and Money Movement Form
• Change of Delivery Method
• One and the Same Letter
• Update Personal Information Form
• IRA Beneficiary Designation Form
• Trustee Change Certification Form
• Goldman Sachs IRA Distribution Form
• FINRA Member Approval Form

Goldman Sachs Account Resources

• Account Funding Instructions
• Additional Documents
• What is "Validation" and Why Didn't My Client Pass it?
• Account Types Offered
• IRA Beneficiary Designation
• Transfer on Death (TOD)

Goldman Sachs Transfers Resources

• Incoming Transfers from Annuities
• Incoming Transfers
• Death Claims
• Internal Transfers
• Custodial (UGMA/UTMA) Account Transfers
• Sending Shares as a Gift
• Outgoing Transfers from Goldman Sachs

Goldman Sachs Trading Resources

• Disbursement Options and Requirements
• Trading and Disbursement Information

Charles Schwab Forms: New Account

• SEP-IRA Adoption Agreement v2024-01
• Limited Power of Attorney (LPOA) for Investment Advisor
• Required New Account Forms
• Schwab SEP-IRA: Employer's Agreement With Schwab Form

Charles Schwab Forms: Account Maintenance

• IRA Distribution Form v2025-1
• One and the Same Letter
• IRA Beneficiary Designation Form v2023-06
• Designated Beneficiary Plan Agreement v2025-01
• Account Transfer Form v2023-06
• Schwab Check Request Form
• Tax Withholding Election for IRAs
• ACH MoneyLink Form v2024-03
• Schwab Wire Transfer Form
• Account Closure Form
• Schwab Change of Address Form

Fidelity Investments Forms: New Account

• Required New Account Forms
• Add Advisor to Existing Fidelity Account v2024-01

Fidelity Investments Forms: Account Maintenance

• EFT Banklink Form (Taxable) v2023-06
• Standing Payment Instructions
• One and the Same Letter
• Transfer of Assets v2023-06
• IRA Beneficiary Designation v2023-06
• IRA Distribution (One-Time) Form v2024-02
• IRA Distribution (Recurring) Form v2024-02