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title: Additional Documents
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# Additional Documents

## Goldman Sachs

Depending on the account type and other factors, additional documents may be required. The forms referenced below are the most common.<https://7125947.fs1.hubspotusercontent-na1.net/hubfs/7125947/Forms/FINRA%20Member%20Approval%20Form.pdf>

[Employee & Employer Certification (SIMPLE) Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/Simple%20IRA%20Form.pdf)

- Required for all SIMPLE IRA accounts.
- Used to verify the employer and employee information.
- Accounts requiring this form will remain restricted from all trades until it is received in good order.

[Inherited IRA Account Amendment Form](https://powerforms.docusign.net/063d763a-9116-4231-9186-a8ded74c669a?env=na4&acct=e0255aa4-993a-4f42-ab34-ab201cf5de51&accountId=e0255aa4-993a-4f42-ab34-ab201cf5de51&recipientLang=en)

- Required for all Beneficiary (Inherited) IRA accounts.
- Used to verify the decedent’s account information.
- If this form is not submitted before the account is funded, Folio will require a copy of a statement from the previous account to verify that all assets received are inherited assets.

[Supplemental Entity Information Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/Supplemental%20Entity%20Information%20Form.pdf)

- Required for all Corporate accounts.
- Used to provide the requested information for all "Beneficial Owners" and "Control Persons" associated with a legal entity opening a brokerage account.
- Accounts requiring this form will remain restricted from all trades until it is received in good order.

**For Financial Advisor Use Only. Not for Distribution.**

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