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Commonly requested forms containing links to DocuSign for your convenience (forms not linked to DocuSign are not eligible for eSignature).
⭐ IMPORTANT UPDATES
GeoWealth Updates
Universal Forms (RETIRING JANUARY 2027)
- Account Funding Instructions
- Advisory Fee Change Instruction Form
- Change Advisor and/or RIA Firm Form
- Client Mass Transition Plan
- Concierge Form
- Trading Letter of Instruction (LOI) Form
- Householding Authorization Form
- Limited Power of Attorney (LPOA) Form
- Model Investment Instructions Form
- Required New Account Forms
- Tax Harvest Instructions
- Update Personal Information Form
Goldman Sachs Forms: New Account (RETIRING JANUARY 2027)
Goldman Sachs Forms: Account Maintenance (RETIRING JANUARY 2027)
- Add an Authorized User Form
- Account Transfer Form
- Change of Delivery Method
- Internal Account Transfer Form
- IRA Beneficiary Designation Form
- Goldman Sachs Bank Link and Money Movement Form
- Goldman Sachs IRA Distribution Form
- Know Your Client Addendum Form
- Margin Borrowing Authorization Form
- One and the Same Letter
- Supplemental Entity Information Form
- Taxable Account Beneficiary Designation Form - Transfer on Death
- Third Party Payment Authorization Form
- Trustee Change Certification Form
- Trustee Indemnification Form
Goldman Sachs Account Resources (RETIRING JANUARY 2027)
Goldman Sachs Transfers Resources (RETIRING JANUARY 2027)
Goldman Sachs Trading Resources (RETIRING JANUARY 2027)
Charles Schwab Forms: New Account (RETIRING JANUARY 2027)
Charles Schwab Forms: Account Maintenance (RETIRING JANUARY 2027)
- Account Closure Form
- Account Transfer Form v2025-02
- ACH MoneyLink Form v2025
- Designated Beneficiary Plan Agreement v2025-01
- IRA Distribution Form v2026
- IRA Beneficiary Designation Form v2026-01
- Schwab Second Name/Name Change Form
- Schwab Change of Address Form
- Check and Internal Transfer (Journal) Request Form
- Schwab Wire Transfer Form
- Tax Withholding Election for IRAs