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Aspire Financial Services
Retirement Account Distribution Request
Lit No: F0022-0215-01
Revised: 02/01/2015
Form ID: 27797
Publish: 04/06/2016
Details
Aspire Financial Services
Modification of Financial Professional MG Trust Co
Lit No: F4706-1013-01
Revised: 10/01/2013
Form ID: 27799
Publish: 03/04/2015
Details
Aspire Financial Services
Retirement Account Loan Request
Application
Lit No:
Revised: 05/01/2011
Form ID: 27801
Publish: 04/06/2016
Details
Aspire Financial Services
403(b)(7) Account Application & Agreement
Gateway with Customer Agreement
Lit No: F2004-0117-03
Revised: 01/01/2017
Form ID: 33565
Publish: 08/07/2017
Details
Aspire Financial Services
QDRO Split Request
Lit No: F0013-1017-02
Revised: 10/01/2017
Form ID: 35234
Publish: 11/17/2017
Details
Aspire Financial Services
IRA Exchange Transfer Rollover - Mid-Atlantic
Lit No: F0020-0814-01
Revised: 08/01/2014
Form ID: 35235
Publish: 04/06/2016
Details
Aspire Financial Services
IRA Exchange Transfer Rollover - TD Ameritrade
Lit No: F0018-0814-01
Revised: 08/01/2014
Form ID: 35236
Publish: 04/06/2016
Details
Aspire Financial Services
Roth Conversion Request
Lit No: F0015-0913-01
Revised: 09/01/2013
Form ID: 35256
Publish: 08/03/2016
Details
Aspire Financial Services
Roth IRA Application/Agreement Custodian-MG Trust
Lit No: F4200-1217-02
Revised: 12/01/2017
Form ID: 35259
Publish: 01/23/2018
Details
Aspire Financial Services
SEP IRA Plan Establishment
Lit No: F4510-0915-02
Revised: 09/01/2015
Form ID: 35265
Publish: 04/06/2016
Details
Aspire Financial Services
SEP IRA Application & Agreement
Lit No: F4501-1217-02
Revised: 12/01/2017
Form ID: 35266
Publish: 01/23/2018
Details
Aspire Financial Services
Traditional IRA Application & Agreement Custodian
Lit No: F4100-1217-02
Revised: 12/01/2017
Form ID: 35267
Publish: 01/23/2018
Details
Aspire Financial Services
TPA Fees Processed By Aspire
Lit No: F0022-0614
Revised: 06/01/2014
Form ID: 35270
Publish: 08/01/2016
Details
Aspire Financial Services
IRA Exchange Transfer Rollover - Benefit Trust
Lit No: F0019-0814-01
Revised: 08/01/2014
Form ID: 35271
Publish: 04/06/2016
Details
Aspire Financial Services
Refund Authorization Form
Lit No: F0014-0813-01
Revised: 08/01/2013
Form ID: 35274
Publish: 08/03/2016
Details
Aspire Financial Services
Payroll Deduction IRA Application/Agreement-MG
Lit No: F4302-1217-02
Revised: 12/01/2017
Form ID: 35275
Publish: 01/12/2018
Details
Aspire Financial Services
Financial Professional Information
Lit No: F0007-0813-01
Revised: 08/01/2013
Form ID: 35279
Publish: 08/03/2016
Details
Aspire Financial Services
IRA Account Investment Election Change
Lit No: F4712-1013-01
Revised: 10/01/2013
Form ID: 35280
Publish: 03/04/2015
Details
Aspire Financial Services
Frozen Assets Transfer Request
Lit No: F0008-0317-01
Revised: 03/01/2017
Form ID: 35281
Publish: 04/21/2017
Details
Aspire Financial Services
Salary Reduction Agreement
Lit No: F0016-0913-01
Revised: 09/01/2013
Form ID: 35284
Publish: 08/03/2016
Details
Aspire Financial Services
Defined Benefit Plan Establishment Guide
Lit No: F5502-0614-01
Revised: 09/01/2013
Form ID: 35285
Publish: 03/29/2016
Details
Aspire Financial Services
457(f) Account Application & Agreement
Lit No: F3001-1013-01
Revised: 10/01/2013
Form ID: 35287
Publish: 08/26/2016
Details
Aspire Financial Services
Auto Rollover IRA Plan Services Guide
Lit No: F4600-0516-02
Revised: 05/01/2016
Form ID: 35288
Publish: 08/01/2016
Details
Aspire Financial Services
403(b) Account Maintenance Request
Lit No: F0001-0218-03
Revised: 02/01/2018
Form ID: 35290
Publish: 02/14/2018
Details
Aspire Financial Services
IRA Contribution Transmittal - MG Trust
Lit No: F4709-1015-01
Revised: 10/01/2015
Form ID: 35291
Publish: 08/26/2016
Details
Aspire Financial Services
Financial Professional Authorization
Lit No: F0026-0218-04
Revised: 02/01/2018
Form ID: 35292
Publish: 02/14/2018
Details
Aspire Financial Services
Beneficiary Change
Lit No: F0004-1114-01
Revised: 11/01/2014
Form ID: 35293
Publish: 08/03/2016
Details
Aspire Financial Services
IRA Appointment/Mod of Financial Professional
Lit No: F4708-0215-01
Revised: 02/01/2015
Form ID: 35295
Publish: 04/06/2016
Details
Aspire Financial Services
IRA Contribution Transmittal
Benefit Trust
Lit No: F4710-0913-01
Revised: 09/01/2013
Form ID: 35296
Publish: 04/07/2014
Details
Aspire Financial Services
Transfer Rollover Custodian - Benefit Trust
Lit No: F0019-0814-01
Revised: 08/01/2014
Form ID: 47869
Publish: 03/29/2016
Details
Aspire Financial Services
Transfer Rollover Custodian - Matrix Trust
Lit No: F0017-0116-01
Revised: 01/01/2016
Form ID: 47870
Publish: 03/29/2016
Details
Aspire Financial Services
Model Reallocation Template
Lit No:
Revised: 03/01/2016
Form ID: 47871
Publish: 03/29/2016
Details
Aspire Financial Services
Trading Global Level Model Reallocation Request
Lit No: F0043-1115-01
Revised: 11/01/2015
Form ID: 47872
Publish: 03/29/2016
Details
Aspire Financial Services
Third Party Service Provider Fees
Lit No: F0031-0617-01
Revised: 06/01/2017
Form ID: 47873
Publish: 08/07/2017
Details
Aspire Financial Services
RMD Distribution Packet
Lit No: F0023G-0316-02
Revised: 03/01/2016
Form ID: 47874
Publish: 08/01/2016
Details
Aspire Financial Services
Plan Level Model Re-allocation Request
Lit No: F0012-0314
Revised: 03/01/2014
Form ID: 47875
Publish: 08/03/2016
Details
Aspire Financial Services
Plan Level Model Name Change Only
Lit No: F0011-0314
Revised: 03/01/2014
Form ID: 47876
Publish: 04/04/2016
Details
Aspire Financial Services
Plan Level Investment Change Request
Lit No: F0011-0314
Revised: 03/01/2014
Form ID: 47877
Publish: 08/03/2016
Details
Aspire Financial Services
Plan Establishment Guide-403(b)
Lit No: F2000-0217-03
Revised: 02/01/2017
Form ID: 47878
Publish: 08/07/2017
Details
Aspire Financial Services
Retirement Plan Management Account
Lit No: F1000-0316-02
Revised: 03/01/2016
Form ID: 47879
Publish: 01/23/2017
Details
Aspire Financial Services
Payroll Deduction IRA Small Business Program
Lit No: F4300-0116-01
Revised: 01/01/2016
Form ID: 47880
Publish: 08/26/2016
Details
Aspire Financial Services
Participant-Fund-Transfer-to-Outside-Investment
Lit No: F0029-1213
Revised: 12/01/2013
Form ID: 47881
Publish: 04/04/2016
Details
Aspire Financial Services
Plan Sponsor Service Agreement
Lit No:
Revised: 01/01/2016
Form ID: 47882
Publish: 04/13/2016
Details
Aspire Financial Services
401(k) Loan Request Form
Lit No: F0010-0215-01
Revised: 02/01/2015
Form ID: 47883
Publish: 08/03/2016
Details
Aspire Financial Services
K-12 403(b) Exchange-Transfer Request
Lit No: F0030-0114
Revised: 01/01/2014
Form ID: 47884
Publish: 04/13/2016
Details
Aspire Financial Services
Modification Financial Professional for TD Trust
Lit No: F4708-0215-01
Revised: 02/01/2015
Form ID: 47886
Publish: 04/06/2016
Details
Aspire Financial Services
Financial Professional Fees
Lit No: F0021-0617 1
Revised: 06/01/2017
Form ID: 47887
Publish: 08/07/2017
Details
Aspire Financial Services
Financial Professional Change & Authorization
Lit No: F0025-1013
Revised: 10/01/2013
Form ID: 47888
Publish: 04/18/2016
Details
Aspire Financial Services
Plan Enrollment Guide Order Form
Lit No: F005-0415-1
Revised: 04/01/2015
Form ID: 47889
Publish: 04/18/2016
Details
Aspire Financial Services
Modification Financial Professional Benefit Trust
Lit No: F4707-0215-01
Revised: 02/01/2015
Form ID: 47890
Publish: 04/18/2016
Details
Aspire Financial Services
403(b)/457 Separation Of Service Distribution Pack
Lit No: F0023B-0316-02
Revised: 03/01/2016
Form ID: 47891
Publish: 08/01/2016
Details
Aspire Financial Services
403(b)/457 In-Service Distribution Packet
Lit No: F0023D-0317-03
Revised: 03/01/2017
Form ID: 47892
Publish: 08/07/2017
Details
Aspire Financial Services
403(b)/457 Hardship Distribution Packet
Lit No: F0023F-0316-03
Revised: 03/01/2016
Form ID: 47893
Publish: 07/29/2016
Details
Aspire Financial Services
403(b)/457 Required Minimum Distribution (RMD)
Lit No: F0023J-0316-02
Revised: 03/01/2016
Form ID: 47894
Publish: 07/29/2016
Details
Aspire Financial Services
401(k) Separation of Service Distribution Packet
Lit No: F0023A-0317-03
Revised: 03/01/2017
Form ID: 47895
Publish: 08/07/2017
Details
Aspire Financial Services
401(k) In-Service Distribution Packet
Lit No: F0023C-0317-03
Revised: 03/01/2017
Form ID: 47896
Publish: 08/07/2017
Details
Aspire Financial Services
401(k) Hardship Distribution Packet
Lit No: F0023E-0317-03
Revised: 03/01/2017
Form ID: 47897
Publish: 08/07/2017
Details
Aspire Financial Services
Transfer Rollover Custodian - TD Ameritrade
Lit No: F0018-0814-01
Revised: 08/01/2014
Form ID: 47899
Publish: 04/05/2016
Details
Aspire Financial Services
Transfer Rollover Custodian - Mid-Atlantic Trust
Lit No: F0020-0814-01
Revised: 08/01/2014
Form ID: 47900
Publish: 04/19/2016
Details
Aspire Financial Services
Simple IRA Plan Participation Notice & Summary
Lit No: F4403-1017-02
Revised: 10/01/2017
Form ID: 47901
Publish: 11/07/2017
Details
Aspire Financial Services
Qualified Domestic Relations Order
Lit No: F0013-0913-01
Revised: 09/01/2013
Form ID: 47902
Publish: 04/06/2016
Details
Aspire Financial Services
IRA, ROTH, SEP, & SIMPLE Enrollment Guide
Custodian Benefit Trust Company.
Lit No: F4800-0316-02
Revised: 03/01/2016
Form ID: 50304
Publish: 08/26/2016
Details
Aspire Financial Services
SIMPLE/SEP IRA Salary Deferral Agreement (SDA)
Lit No: F4700-1017-02
Revised: 10/01/2017
Form ID: 52301
Publish: 11/07/2017
Details
Aspire Financial Services
SIMPLE IRA Account Application
Lit No: F4402-1217-02
Revised: 12/01/2017
Form ID: 52303
Publish: 01/22/2018
Details
Aspire Financial Services
SDA for IRA Payroll Deduction Agreement
Lit No: F4701-1216-02
Revised: 12/01/2016
Form ID: 53568
Publish: 01/31/2017
Details
Aspire Financial Services
IRA Divorce Transfer Packet
Lit No: F0023M
Revised: 12/01/2016
Form ID: 54910
Publish: 03/16/2017
Details
Aspire Financial Services
SIMPLE IRA General Information & Instructions
Lit No: F4405-1017-00
Revised: 10/01/2017
Form ID: 59211
Publish: 11/02/2017
Details
Aspire Financial Services
SIMPLE IRA Plan Establishment Guide
Lit No: F4401-1017-02
Revised: 10/01/2017
Form ID: 59212
Publish: 11/16/2017
Details
Aspire Financial Services
SIMPLE IRA Financial Disclosure
Lit No: F4050-1017-02
Revised: 10/01/2017
Form ID: 59213
Publish: 11/02/2017
Details
Aspire Financial Services
SIMPLE IRA Disclosure Statement
Lit No: F4025-1017-02
Revised: 10/01/2017
Form ID: 59214
Publish: 11/02/2017
Details
Aspire Financial Services
SIMPLE IRA Custodial Acct Agreement
Lit No: F4000-1017-02
Revised: 10/01/2017
Form ID: 59215
Publish: 11/02/2017
Details

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Aspire Financial Services
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Future Scholar
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Guardian Insurance & Annuity Company, Inc.
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Hartford Investment Financial Svcs College Plans
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ICON Advisers Inc.
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Learning Quest
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Lightstone Capital Markets
Lincoln Financial Group - Annuities
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Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
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Nicholas Family of Funds
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Pacific Advisors Fund
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Pershing Advisor Solutions
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PIMCO
Preferred Apartment Communities
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Protective Life Insurance Company
Provasi Capital Partners --NEW--
Prudential - M Group
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Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity --NEW--
Putnam Funds
Quaker Funds
Rainier Capital Management
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Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
Rodin Global Property Trust --NEW--
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steadfast Capital Markets Group
Steben & Company
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
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Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP --NEW--
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
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Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
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Woodbury Financial Services, Inc
Yorktown Funds

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