Experience and Benefits
Form Downloads
» Investment Forms
» New Account Forms for Custody Accounts
» New Account Forms for IRA Accounts
» Dental Plan
All files are in the PDF document format.
| Investment Forms |
 Investment Policy Questionnaire |
| New Account Forms for Custody Accounts |
| Custody Agreement |
|
Client
& Spouse Info Sheet |
| Custody Transfer request |
|
BTC
Delivery Instructions |
| Account Information (Part 1) Account Information (Part 2) |
| W-9 |
| Investment Management Agreement |
| Account Information & Authorization |
| BTC Privacy Notice |
|
Marketing
Rep Disclosure Agreement |
| Fee Schedule D |
|
ADV (section
1) (section
2) |
| Dental Plan Forms |
| Dental Plan Information |
| Retirement Advisors Dental Plan Benefits Summary |
| Vision Plan Benefits Summary - included with dental plan |
| Enrollment Form - Note: For ‘date of hire’ use the approximate date that you became a client with Retirement Advisors. |
| Dental Letter of Instruction - If you wish to pay your dental premium for your account |