Useful Forms
| Opening New Accounts | |
| New Account Form | Open an account at Fulcrum. |
| Investment Advisory Profile Agreement | Set up a managed account. |
| Managed Client Authorization Form | Suppress receipt of proxy statements and trade confirmations. |
| ProCash Plus Application | Establish check writing ability on brokerage account. |
| SelectLink Request | Consolidate account reporting and statements. |
| ACH Authorization Agreement | Move your funds between Fulcrum accounts and other financial institutions. |
| Account Transfer Form | Transfer your account at another firm to Fulcrum. |
| Retirement Accounts | |
| Traditional IRA Agreement | Open an IRA Account. Also requires a New Account Form. |
| Roth IRA Agreement | Open a Roth IRA Account. Also requires a New Account Form. |
| Rollover IRA Agreement | Rollover your assets from a qualified plan at another firm into an IRA Rollover account with Fulcrum. |
| SEP IRA Agreement | Open a SEP IRA Account. Also requires a New Account Form and a 5305 SEP IRA Contribution Agreement. |
| 5305 SEP IRA Contribution Agreement | |
| SIMPLE IRA Agreement | Open a SIMPLE IRA Account. Also requires a New Account Form and a 5304 SEP IRA Contribution Agreement. |
| 5304 SIMPLE IRA Agreement | |
| IRA Distribution Request Form | Distribution for single or periodic payments. |
| ACH Authorization Agreement for Retirement Plans | Set up direct deposit of IRA distribution to another financial institution. IRA Distribution Request Form is also required. |
| IRA Designation of Beneficiary Form | Add, delete, or change your designated IRA primary or contingent beneficiaries. |
| Account Transfer Form | Transfer your account at another firm to Fulcrum. |
| Miscellaneous Forms | |
| Federal Funds Wire Request | Wire money from your Fulcrum account to another financial institution. |
| Investment Disclosure Form | Identifies risks associated with individual products. |
| Exchange Disclosure Form | Details source of funds for variable annuity. |