| Premier IRA Investor Profile |
Use this form to help determine the type of IRA and amount of investment risk you are comfortable with. |
| Direct Transfer or Direct Rollover Request |
Use this form to directly roll over eligible assets from your previous retirement plan, or to initiate a transfer of your
existing IRA at another institution and invest the transferred assets. |
| Premier IRA Fund Rebalance Form |
Use this form to rebalance your Premier IRA allocation. You have the option of rebalancing just your future allocation, just your existing portfolio or both your future and existing allocation.
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| Premier IRA Fund Election Form |
Use this form to determine which funds and at what percentage do you wish your IRA to take.
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| Anti Money Laundering |
Use this form when opening/closing your Premier IRA. This form is required under the USA Patriot Act of 2001, by financial institutions, to actively take steps to identify and prevent any activity that facilitates money laundering and/or the funding of terrorist activities. |
