MACC IV Group
Member FINRA/SIPC
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Who Are We
Contact Us
Apps and Forms
Apps and Forms
Better portfolio management begins with the completion of our appropriate form(s). Simply download, complete and scan to
info@401ksMadeSimple.com
. Unable to scan? Please fax to 480.292.7389.
New Account Forms
New Account Application - Individual/Joint
New Account Application - Retirement/Qualified
New Account Application - Non Individual
IRA Beneficiary Designation Form
Managed Account Agreement
Account Transfer Form
- please attach a copy of the most recent statement from the contra firm.
Other Forms
IRA Distribution
ACH Authorization Agreement
Wire Authorization Agreement
Margin Agreement
Options Agreement
