Our Procedures Manual / Sample Forms package helps provide you with timely information to keep you up to date on new and developing compliance and administration issues, court cases, and regulatory changes. It also includes the following sample forms and notices:

Custodial Forms

• Custodial Agreement
• Designation of Beneficiaries
• Memo To Clients or Management
• Disclosure Statement
• Application &Eligibility Form
• Single Account Contribution Form
• Multiple Accounts Contribution Form
• Transfer / Rollover Form
• Withdrawal Form

Trust Forms

• Trust Agreement
• Designation of Beneficiaries
• Memo To Clients or Management
• Disclosure Statement
• Application &Eligibility Form
• Single Account Contribution Form
• Multiple Accounts Contribution Form
• Transfer / Rollover Form
• Withdrawal Form

Written as if we were doing the administration for you, it includes numerous tips, examples, and compliance suggestions.

And best of all: its fully searchable! No more searching through file cabinets or trying to track down someone who ŒmayŒ know the answer. Simply type in your request and youŒll have your answer in seconds.

Check out the Table of Contents to see just how much is covered!

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