FTJ FundChoice Online Forms Library

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FTJ FundChoice
403(b) Asset Transfer Authorization
Lit No:
Revised: 03/01/2013
Form ID: 20347
Publish: 04/03/2013
Details
FTJ FundChoice
Payroll Deduction Application
Authorization
Lit No:
Revised: 04/01/2018
Form ID: 20350
Publish: 05/07/2018
Details
FTJ FundChoice
IRA Distribution Form
Lit No:
Revised: 03/01/2018
Form ID: 23987
Publish: 09/21/2018
Details
FTJ FundChoice
Client Grouping
Lit No: 2013
Revised: 08/01/2013
Form ID: 24729
Publish: 08/30/2013
Details
FTJ FundChoice
Trading Form
Lit No:
Revised: 01/01/2015
Form ID: 24973
Publish: 01/12/2015
Details
FTJ FundChoice
Roth Conversion
Lit No:
Revised: 07/01/2017
Form ID: 25015
Publish: 08/25/2017
Details
FTJ FundChoice
Fee Change
Lit No:
Revised: 12/01/2015
Form ID: 25016
Publish: 12/02/2015
Details
FTJ FundChoice
Terms of Services and Use Agreement
Lit No: 11893764.1
Revised: 09/20/2018
Form ID: 25018
Publish: 09/08/2017
Details
FTJ FundChoice
Part 2A of Form ADV
Lit No:
Revised: 09/10/2018
Form ID: 26891
Publish: 09/14/2018
Details
FTJ FundChoice
Transfer On Death
Lit No: TDAI 9736
Revised: 02/01/2011
Form ID: 30939
Publish: 11/21/2012
Details
FTJ FundChoice
TD Simple IRA Custodial Account Agreement
Lit No: AMTD 6101 B
Revised: 10/01/2012
Form ID: 30940
Publish: 11/21/2012
Details
FTJ FundChoice
Roth Custodial Account Agreement
Lit No: AMTD 6100
Revised: 10/01/2012
Form ID: 30941
Publish: 11/21/2012
Details
FTJ FundChoice
Individual Retirement Custodial Acct Agreement
Lit No: AMTD 6102
Revised: 10/01/2012
Form ID: 30942
Publish: 11/20/2012
Details
FTJ FundChoice
Remitting Instructions - Retirement Plans Only
Lit No:
Revised: 03/01/2013
Form ID: 30943
Publish: 03/27/2013
Details
FTJ FundChoice
Remitting Instructions for Non-Qualified Accounts
Lit No:
Revised: 12/01/2015
Form ID: 30944
Publish: 12/02/2015
Details
FTJ FundChoice
Periodic Payment
Lit No:
Revised: 10/01/2012
Form ID: 30945
Publish: 11/20/2012
Details
FTJ FundChoice
IRA Contribution Recharacterization
Lit No:
Revised: 07/01/2017
Form ID: 30946
Publish: 08/25/2017
Details
FTJ FundChoice
Qualified Plan Asset Transfer Authorization
Lit No:
Revised: 11/01/2017
Form ID: 30947
Publish: 08/17/2018
Details
FTJ FundChoice
Non-Qual Account Service
Lit No:
Revised: 01/01/2018
Form ID: 30948
Publish: 01/18/2018
Details
FTJ FundChoice
Electronic Funds Transfer
Lit No: TDAI 0945
Revised: 02/01/2017
Form ID: 30949
Publish: 08/07/2017
Details
FTJ FundChoice
Beneficiary Designation
Lit No: TDAI 0994
Revised: 02/01/2017
Form ID: 30950
Publish: 05/07/2018
Details
FTJ FundChoice
TDA Account Transfer Form
Lit No: TDAI 9582
Revised: 02/01/2017
Form ID: 30951
Publish: 05/26/2017
Details
FTJ FundChoice
Letter of Authorization to Transfer Assets
Lit No: TDAI 9019
Revised: 03/01/2018
Form ID: 31349
Publish: 03/29/2018
Details
FTJ FundChoice
Move Money Form
Lit No: TDAI 9341
Revised: 03/01/2018
Form ID: 31554
Publish: 03/29/2018
Details
FTJ FundChoice
Appendix 1 of Form ADV Part 2A Wrap Brochure
Lit No:
Revised: 09/10/2018
Form ID: 33674
Publish: 09/14/2018
Details
FTJ FundChoice
Authorization to Change RIA or IAR
Lit No:
Revised: 03/01/2010
Form ID: 33952
Publish: 02/22/2018
Details
FTJ FundChoice
Qualified Plan Account Service
Lit No: QPASF-2014-08
Revised: 11/01/2016
Form ID: 36573
Publish: 11/08/2016
Details
FTJ FundChoice
Application Addendum
Lit No: AppAddendum
Revised: 09/01/2018
Form ID: 36938
Publish: 09/21/2018
Details
FTJ FundChoice
TDA Systematic Required Minimum Distribution Form
Lit No: TDAI 3170
Revised: 09/01/2014
Form ID: 40369
Publish: 08/18/2017
Details
FTJ FundChoice
Client Account Application
Lit No: TDAI 4469
Revised: 09/10/2018
Form ID: 42953
Publish: 09/21/2018
Details
FTJ FundChoice
Non-Retirement Withdrawal Instruction
Lit No:
Revised: 01/01/1900
Form ID: 63507
Publish: 08/16/2018
Details
FTJ FundChoice
Qualified Plan Participant Application
Lit No: QPPA-2018-04
Revised: 04/01/2018
Form ID: 63646
Publish: 08/31/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 College Savings --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
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
Steben & Company
Stira Capital Markets Group
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
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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