Forms
Subscription Agreements
| Title | Date | Download Link |
|---|---|---|
| Subscription Agreement - LPL Financial | 11/11/2019 | Download pdf |
| Subscription Agreement - RIAs | 10/18/2019 | Download pdf |
| Subscription Agreement | 04/26/2019 | Download pdf |
| Subscription Agreement - Ameriprise | 12/17/2018 | Download pdf |
| Subscription Agreement - USBI | 09/12/2018 | Download pdf |
| Subscription Agreement for Existing Shareholders | 09/12/2018 | Download pdf |
General Forms
| Title | Date | Download Link |
|---|---|---|
| Account Maintenance Form | 05/06/2020 | Download pdf |
| Transfer on Death Beneficiary Authorization | 10/23/2019 | Download pdf |
| Certification of Investment Powers | 10/18/2019 | Download pdf |
| Custodian Change Form | 02/13/2018 | Download pdf |
| HGIT Redemption Authorization | 02/13/2018 | Download pdf |
| REIT Transfer and Assignment of Shares | 02/13/2018 | Download pdf |
IRA Forms
| Title | Date | Download Link |
|---|---|---|
| Flyer and IRA Packet - Community National Bank | 01/24/2020 | Download pdf |
| Flyer and IRA Packet - First Trust Retirement | 01/22/2019 | Download pdf |