Freedom Advisors Support Center

Back to home

Freedom Advisors Support Center

Support Center

Support Center

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

Freedom Updates

Freedom Policy Reminders

Universal Forms

Account Funding Instructions

Advisory Fee Change Instruction Form

Change Advisor and/or RIA Firm Form

Client Mass Transition Plan

Concierge Form

Trading Letter of Instruction (LOI) Form

Householding Authorization Form

Limited Power of Attorney (LPOA) Form

Model Investment Instructions Form

Required New Account Forms

Tax Harvest Instructions

See more

Goldman Sachs Forms: New Account

Required New Account Forms

Employee & Employer SIMPLE IRA Form

Inherited IRA Account Amendment Form

Qualified Retirement Plan Setup Form

Goldman Sachs Forms: Account Maintenance

Account Transfer Form

Change of Delivery Method

Internal Account Transfer Form

IRA Beneficiary Designation Form

Goldman Sachs Bank Link and Money Movement Form

Goldman Sachs IRA Distribution Form

FINRA Member Approval Form

Know Your Client Addendum Form

Margin Borrowing Authorization Form

One and the Same Letter

Supplemental Entity Information Form

Taxable Account Beneficiary Designation Form - Transfer on Death

Third Party Money Movement Authorization Form

Trustee Change Certification Form

Trustee Indemnification Form

Update Personal Information Form

See more

Goldman Sachs Account Resources

Account Types Offered

Account Funding Instructions

IRA Beneficiary Designation

Additional Documents

Transfer on Death (TOD)

What is "Validation" and Why Didn't My Client Pass it?

See more

Goldman Sachs Transfers Resources

Incoming Transfers

Custodial (UGMA/UTMA) Account Transfers

Internal Transfers

Death Claims

Incoming Transfers from Annuities

Outgoing Transfers from Goldman Sachs

Sending Shares as a Gift

See more

Goldman Sachs Trading Resources

Trading and Disbursement Information

Disbursement Options and Requirements

Charles Schwab Forms: New Account

Required New Account Forms

Limited Power of Attorney (LPOA) for Investment Advisor

Schwab SEP-IRA: Employer's Agreement With Schwab Form

SEP-IRA Adoption Agreement v2024-01

Charles Schwab Forms: Account Maintenance

Account Closure Form

Account Transfer Form v2023-06

ACH MoneyLink Form v2024-03

Designated Beneficiary Plan Agreement v2025-01

IRA Distribution Form v2025-1

IRA Beneficiary Designation Form v2023-06

One and the Same Letter

Schwab Change of Address Form

Schwab Check Request Form

Schwab Wire Transfer Form

Tax Withholding Election for IRAs

See more

Fidelity Investments Forms: New Account

Required New Account Forms

Add Advisor to Existing Fidelity Account v2024-01

Fidelity Investments Forms: Account Maintenance

Transfer of Assets v2023-06

EFT Banklink Form (Taxable) v2023-06

IRA Beneficiary Designation v2023-06

IRA Distribution (One-Time) Form v2024-02

IRA Distribution (Recurring) Form v2024-02

One and the Same Letter

Standing Payment Instructions

See more