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 |