Goldman Sachs Forms: Account Maintenance
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      1. Freedom Advisors Support Center
      2. Support Center
      3. Goldman Sachs Forms: Account Maintenance

      Update Personal Information Form

      Goldman Sachs

      • Name changes require supporting documentation (marriage certificate, divorce decree, or other legal documents).
      • Physical address may not be a PO Box.
      • If your client is adding their email address for the first time, the delivery of reports and statements will be updated to email rather than mail.
      • Requires client signature(s). LPOA does not apply.

      Download Update Personal Information Form

      For Financial Professional Use Only. Not for Distribution.

       

      If you have any questions, please contact Advisor Services at 800-949-9936 option 2, support@freedomadvisors.com or by live chat during business hours in the lower right corner of this screen.