Forms

Subscription Agreements
Title Date Download Link
Subscription Agreement - USBI 12/10/2020 Download pdf
Subscription Agreement - Ameriprise 09/18/2020 Download pdf
Subscription Agreement 07/14/2020 Download pdf
Subscription Agreement - LPL Financial 07/10/2020 Download pdf
Subscription Agreement - RIAs 07/10/2020 Download pdf
Subscription Agreement for Existing Shareholders 07/10/2020 Download pdf
General Forms
Title Date Download Link
Account Maintenance Form 12/21/2020 Download pdf
Custodian Change Form 12/21/2020 Download pdf
Transfer on Death Beneficiary Authorization 12/21/2020 Download pdf
Certified Resolution of the Governing Body 12/16/2020 Download pdf
HGIT Redemption Authorization 10/08/2020 Download pdf
REIT Transfer and Assignment of Shares 07/20/2020 Download pdf
Certification of Investment Powers 10/18/2019 Download pdf
IRA Forms
Title Date Download Link
Flyer and IRA Packet - First Trust Retirement 08/25/2020 Download pdf
Flyer and IRA Packet - Community National Bank 07/20/2020 Download pdf