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Update Personal Information Form

  • Name changes require supporting documentation (marriage certificate, divorce decree, or other legal documents).
  • Physical address may not be a PO Box.
  • If your client is adding their email address for the first time, the delivery of reports and statements will be updated to email rather than mail.
  • Requires client signature(s). LPOA does not apply.

Download Update Personal Information Form

If you are changing client personal information for a Schwab account, please instead use the Schwab Change of Address Form.

 

For Financial Professional Use Only. Not for Distribution.

 

If you have any questions, please contact Advisor Services at 800-949-9936, service@geowealth.com or by live chat during business hours in the lower right corner of this screen.