Goldman Sachs Forms: New Account
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      3. Goldman Sachs Forms: New Account

      Qualified Retirement Plan Setup Form

      Goldman Sachs

      • Use this form to open a new qualified plan account, to gather additional compliance information for the qualified plan entity and to agree to the terms for this type of account on our platform.
      • If you are opening additional participant level accounts under a qualified plan that is already open, please note that you are adding additional participant(s) under that existing qualified plan.

      Download Qualified Retirement Plan Setup 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.