Client Documents

Wealth Plan Questionnaire
Please fill out prior to your initial consultation

Divorce Information Sheet
Please fill out prior to your initial divorce consultation

Budget Worksheet
To help track your expenses and develop a budget

Financial Checklist for Divorce
Checklist for before, during and after your divorce

Designation of Beneficiary
Form to change the beneficiary on your account

Transfer on Death Agreement
Form to establish or change a Transfer on Death account for an individual

Contribution Check Security
Form to send in with your check made payable to "LPL" for an IRA contribution

Distribution from IRA
Form to take a distribution from your IRA

Periodic Contribution
Fill out to set up automatic contributions to your IRA. Attach a voided check

Master Account Agreement
LPL agreement for your account