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Pershing
IRA Designation of Beneficiary
Lit No: FRM-IRA-DB-10-14
Revised: 10/01/2014
Form ID: 215
Publish: 04/28/2017
Details
Pershing
SelectLink Combined Mail Application
Lit No: FRM-SELECTLINK-7-09
Revised: 07/01/2009
Form ID: 216
Publish: 07/12/2016
Details
Pershing
IRA/ESA Distribution Request
Required to withdraw funds from a Pershing IRA for one-time and periodic distributions
Lit No: FRM-IRA-DIST-04-16
Revised: 04/01/2016
Form ID: 217
Publish: 05/26/2017
Details
Pershing
Traditional IRA Adoption Agreement
Required to establish a Traditional, Spousal, or Guardian IRA, in addition to the Pershing New Account Form. Can also be used to establish a Rollover or SEP IRA. 5305-SEP also required fo
Lit No: IRAB-TRAD-ADOP
Revised: 12/01/2015
Form ID: 218
Publish: 09/21/2017
Details
Pershing
Roth IRA Adoption Agreement
Required to establish a Roth IRA, in addition to the Pershing New Account Form.
Lit No: IRAB-ROTH-ADOP
Revised: 12/01/2015
Form ID: 219
Publish: 09/21/2017
Details
Pershing
Contribution Authorization Form
Lit No: FRM-IRA-CA-02-16
Revised: 02/01/2016
Form ID: 221
Publish: 06/21/2016
Details
Pershing
QRP Contribution Form
Lit No: FRM QRP CONT
Revised: 12/01/2007
Form ID: 222
Publish: 07/19/2011
Details
Pershing
Roth IRA Conversion Recharacterization Form
Lit No: FRM-ROTH-RECH-11-07
Revised: 11/01/2007
Form ID: 223
Publish: 01/10/2017
Details
Pershing
Transfer on Death Account Agreement Joint
Lit No: FRM-TOD-JOINT-06-14
Revised: 06/01/2014
Form ID: 224
Publish: 12/21/2016
Details
Pershing
Transfer on Death Account Agreement Individual
Lit No: FRM-TOD-INDV-06-14
Revised: 06/01/2014
Form ID: 225
Publish: 12/21/2016
Details
Pershing
Credit Advance Margin Agreement
Lit No: ECAGR-PER-CA
Revised: 06/01/2016
Form ID: 226
Publish: 06/25/2016
Details
Pershing
QRP Designation of Beneficiary
Used to change the beneficiary on an existing Pershing QRP or 4039(b)(7)
Lit No: FRM-QRP-DB-11-07
Revised: 11/01/2007
Form ID: 227
Publish: 02/13/2014
Details
Pershing
Simple IRA Adoption Agreement
Lit No: IRAB-SIMP-ADOP
Revised: 12/01/2015
Form ID: 228
Publish: 09/21/2017
Details
Pershing
EasyPay Express Enrollment
Lit No: FRM-EASYPAY-09-12
Revised: 09/01/2012
Form ID: 304
Publish: 12/06/2013
Details
Pershing
Option Agreement and Approval Form
Lit No: FRM-OPT-AGR-10-11
Revised: 10/01/2011
Form ID: 307
Publish: 02/05/2014
Details
Pershing
Affidavit of Domicile
Lit No: FRM-AFFDOM-9-09
Revised: 09/01/2009
Form ID: 435
Publish: 07/19/2011
Details
Pershing
ACH Authorization Agreement
Used to establish electronic transfer between a Pershing retail brokerage account and a client bank account.
Lit No: FRM-ACH
Revised: 12/01/2016
Form ID: 441
Publish: 04/25/2017
Details
Pershing
Corporate Resolution Certification
Lit No: FRM-PER-CRC
Revised: 12/01/2015
Form ID: 443
Publish: 03/21/2017
Details
Pershing
New Account Agreement
Lit No: FRM-NEW-ACCT-SS
Revised: 01/01/2018
Form ID: 449
Publish: 02/01/2018
Details
Pershing
403(b)(7) Adoption Agreement
Required to establish a 403(b), in addition to the Pershing New Account Form
Lit No: QRPB-403B7-ADOP
Revised: 11/01/2011
Form ID: 454
Publish: 08/18/2017
Details
Pershing
Form 5304 SIMPLE of Small Employers
Savings Incentive Match Plan for Employees. Please see US Government dealer for most current version of this form. Savings Incentive Match Plan For Employees of Small Employers
Lit No: 5304-SIMP
Revised: 03/01/2012
Form ID: 544
Publish: 09/16/2014
Details
Pershing
Asset Movement Authorization
Lit No: FRM-AM-AUTH-11-07
Revised: 11/01/2007
Form ID: 567
Publish: 12/04/2013
Details
Pershing
Adoption Agmt-Education IRA (Coverdell)
Required to establish an Educational Savings IRA Account, in addition to the Pershing New Account Form.
Lit No: IRAB-ESA-ADOP-1-12
Revised: 01/01/2012
Form ID: 624
Publish: 10/23/2017
Details
Pershing
Investment Club Agreement
Lit No: FRM-INVCLUB-11-07
Revised: 11/01/2007
Form ID: 632
Publish: 12/03/2013
Details
Pershing
Direct Deposit Authorization Form
Lit No: FRM-DDAUTH-11-07
Revised: 11/01/2007
Form ID: 813
Publish: 12/19/2015
Details
Pershing
Simple IRA Summary Description - Employer Kit
Lit No: FRM IRA SIMP PNSD 1-11
Revised: 01/01/2011
Form ID: 1082
Publish: 07/31/2013
Details
Pershing
Private Investment
Used when a client buys a private placement or limited partnership in a Pershing account
Lit No: FRM-PRI-INV
Revised: 09/01/2016
Form ID: 2659
Publish: 11/01/2016
Details
Pershing
Account Custody Agmt-IMS form
Pershing IMS form. Not to be used with Pershing brokerage accounts.
Lit No:
Revised: 01/01/1900
Form ID: 2954
Publish: 07/19/2011
Details
Pershing
Joint Account Agreement
Use this form to establish a joint account in which each joint party owner acknowledges the other's right and ability to act on behalf of the account.
Lit No: FRM-JACCT-04-13
Revised: 04/01/2013
Form ID: 3550
Publish: 03/13/2017
Details
Pershing
Retirement and Savings Accounts Fee Schedule
Lit No: REFM-RET-FEE
Revised: 11/01/2016
Form ID: 5372
Publish: 02/24/2017
Details
Pershing
Individual (K) Plan Establishment Kit
To be provided to clients along with Individual K Adoption Agreement
Lit No: 9104
Revised: 05/01/2015
Form ID: 5373
Publish: 10/09/2017
Details
Pershing
Request for Disposition of A Nontransferable
Security
Lit No: FRM-DISPNONTRSEQ-12-11
Revised: 12/01/2011
Form ID: 5374
Publish: 04/11/2012
Details
Pershing
NetExchange Client Application (without ID)
Lit No: APP-NXP-04-11
Revised: 04/01/2011
Form ID: 5628
Publish: 08/31/2011
Details
Pershing
NetExchange Client Application (with ID)
Use this form for a clients potential User Identification (ID)
Lit No: APP-NXP-ID-06-11
Revised: 06/01/2011
Form ID: 5629
Publish: 08/31/2011
Details
Pershing
Accommodation Transfer Form
Lit No: FRM-ACCOMTA-11-07
Revised: 11/01/2007
Form ID: 5633
Publish: 07/19/2011
Details
Pershing
Community Property Agreement
Lit No: FRM-CPA-9-15
Revised: 09/01/2015
Form ID: 5642
Publish: 09/12/2015
Details
Pershing
Employee Stock Options Exercise and Sales
Lit No: FRM-ESOP
Revised: 07/01/2014
Form ID: 5644
Publish: 08/07/2014
Details
Pershing
Partnership Account Form
Lit No: FRM-PACCT-11-07
Revised: 11/01/2007
Form ID: 5649
Publish: 12/07/2017
Details
Pershing
PO Box Authorization Form
Lit No: FRM-POBOX-10-07-Final
Revised: 10/01/2007
Form ID: 5652
Publish: 07/21/2011
Details
Pershing
QRP & 403(b)(7) Custodial Distribution Request
Qualified Retirement Plan
Lit No: FRM-QRP-DIST-5-11
Revised: 05/01/2011
Form ID: 5653
Publish: 02/08/2017
Details
Pershing
Reorganization Transmittal Form
Lit No: FRM-REORG-TRANS-11-07
Revised: 11/01/2007
Form ID: 5654
Publish: 07/21/2011
Details
Pershing
Irrevocable Stock or Bond Power
Lit No: FRM-SBPWR
Revised: 11/01/2014
Form ID: 5655
Publish: 11/21/2014
Details
Pershing
Securities Transmittal Form
Lit No: FRM-SEC-TRANS-11-07
Revised: 11/01/2007
Form ID: 5656
Publish: 07/21/2011
Details
Pershing
Third Party Release and Deposit Authorization
Lit No: FRM_THIRD_PRTY_12_07
Revised: 12/01/2007
Form ID: 5658
Publish: 07/21/2011
Details
Pershing
Account Transfer
Lit No: FRM-TSFR
Revised: 07/01/2017
Form ID: 5659
Publish: 02/23/2018
Details
Pershing
Notice to Change Client Account Form
Lit No: NOTIC_CHNGACCT_12_07
Revised: 12/01/2007
Form ID: 5664
Publish: 12/11/2015
Details
Pershing
Pershing Supply Request for Retirement Materials
Lit No: REF_ORDER_RET_1-05
Revised: 01/01/2005
Form ID: 5668
Publish: 07/21/2011
Details
Pershing
Traditional IRA, SEP, SIMPLE, Roth Tax Witholding
Lit No: TAXGRID-IRA-01-16
Revised: 01/01/2016
Form ID: 5671
Publish: 05/06/2016
Details
Pershing
QRP Federal & State Income Tax Withholding
QUALIFIED RETIREMENT PLAN FEDERAL AND STATE INCOME TAX WITHHOLDING INSTRUCTIONS
Lit No: TAXGRID-QRP-01-16
Revised: 01/01/2016
Form ID: 5672
Publish: 05/06/2016
Details
Pershing
BNY Mortgage Solutions Advisor Program
Administrative, Recruiting and Technology Services Agreement
Lit No: AGR_IBD_RLADV
Revised: 04/01/2005
Form ID: 5825
Publish: 02/05/2014
Details
Pershing
Employee Data Worksheet
Lit No: QP208
Revised: 12/01/2004
Form ID: 5951
Publish: 02/01/2018
Details
Pershing
Money Purchase Pension Plan Design Questionnaire
Lit No: PPA PDQ-MP
Revised: 03/01/2015
Form ID: 5955
Publish: 07/23/2015
Details
Pershing
Affidavit and Agreement in Lieu of Proof of Owners
Use this form to show proof of ownership for instruments in bearer form.
Lit No: FRM-AFFOWN-11-07
Revised: 11/01/2007
Form ID: 6902
Publish: 07/19/2011
Details
Pershing
SUBSCRIBE Annuity Program Implement Questionnaire
Pershing Annuity Program. Implementation Questionnaire.
Lit No: FRM-SUBQUEST-7-06
Revised: 07/01/2006
Form ID: 8445
Publish: 07/21/2011
Details
Pershing
Trustee Certification of Investment Powers
Lit No: FRM-TRUST-CERT-04-13
Revised: 04/01/2013
Form ID: 11494
Publish: 01/17/2017
Details
Pershing
Guaranty of Account
Lit No: FRM-GUARACCT-10-11
Revised: 10/01/2011
Form ID: 12588
Publish: 12/28/2011
Details
Pershing
Trading Authorization/Power of Attorney - Domestic
and Indemnification Form. Use this form to appoint an individual as agent/attorney-in-fact for an account.
Lit No: FRM-TA-DOM
Revised: 05/01/2013
Form ID: 13088
Publish: 10/16/2014
Details
Pershing
Certificate of Sole Proprietorship
Lit No: FRM-CERT-SP-10-07
Revised: 10/01/2007
Form ID: 13202
Publish: 07/21/2011
Details
Pershing
403(b) Information Sharing Agreement
Lit No: AGRM-QRP-403B-IS-7-10
Revised: 07/01/2010
Form ID: 15069
Publish: 04/24/2012
Details
Pershing
Traditional IRA Kit
IRAB-TRAD-ADOP FRM-IRA-CA FRM-TSFR
Lit No:
Revised: 12/01/2015
Form ID: 15679
Publish: 12/16/2016
Details
Pershing
IRA Resource Checking Agreement
Lit No: FRM- IRCK-2-11
Revised: 02/01/2011
Form ID: 16429
Publish: 03/11/2016
Details
Pershing
Change in Account Registration or Status
Lit No: FRM-CHG-ACCT-REG-06-08
Revised: 06/01/2008
Form ID: 17858
Publish: 07/22/2011
Details
Pershing
Form 5305 SEP Ind Retirement Account Contribution
Form 5305 SEP Individual Retirement Accounts Contribution Agreement
Lit No: 5305-SEP
Revised: 11/01/2007
Form ID: 20174
Publish: 06/06/2012
Details
Pershing
Salary Reductio Agreement - SEP Plan
Lit No: Form 412
Revised: 01/01/2009
Form ID: 20175
Publish: 07/21/2011
Details
Pershing
SEP Summary For Employees
Lit No: Form 413
Revised: 01/01/2009
Form ID: 20176
Publish: 07/21/2011
Details
Pershing
403(b)(7) Custodial Account Adoption Agreement Kit
Lit No: FRM-QRP-CONT-12-07
Revised: 12/01/2011
Form ID: 20177
Publish: 02/01/2018
Details
Pershing
Certification of Treatment of Tender Payment
Lit No: FRM-CERT-TEND-07-08
Revised: 07/01/2008
Form ID: 20977
Publish: 07/21/2011
Details
Pershing
SIMPLE IRA Plan Salary Reduction Agrmt
Lit No: FRM-IRA-SIMP-SRA
Revised: 08/01/2014
Form ID: 21555
Publish: 08/22/2014
Details
Pershing
SEP IRA Kit
Lit No:
Revised: 12/01/2015
Form ID: 21557
Publish: 01/08/2016
Details
Pershing
SIMPLE IRA Kit
IRAB-SIMP-ADOP Form 5304-SIMPLE FRM-IRA-CA FRM-IRA-SIMP-SRA FRM-IRA-SIMP-PNSD FRM-TSFR
Lit No:
Revised: 12/01/2015
Form ID: 21558
Publish: 12/14/2016
Details
Pershing
Coverdell Education Savings Account Adoption - Kit
Agreement and Plan Document
Lit No: IRAB-ESA-ADOP-1-12
Revised: 01/01/2012
Form ID: 21559
Publish: 10/23/2017
Details
Pershing
Roth IRA Kit
IRAB-ROTH-ADOP FRM-IRA-CA FRM-TSFR FRM-ROTH-RECH
Lit No: IRA-ROTH-KIT
Revised: 12/01/2015
Form ID: 21560
Publish: 12/14/2016
Details
Pershing
QRP EGTRRA CF Model Amendment Kit
Qualified Retirement Plan Economic Growth and Tax Relief Reconciliation Act of 2001 Model Amendment Kit
Lit No: Kit EGTRRA CF MAK
Revised: 11/01/2007
Form ID: 21718
Publish: 07/21/2011
Details
Pershing
Retirement Plan Contribution
Lit No: FRM-QRP-CONT-12-07
Revised: 12/01/2007
Form ID: 23703
Publish: 05/06/2016
Details
Pershing
Profit Sharing Plan New Account Kit
Lit No: PDQINS-PSP-ADD
Revised: 03/01/2015
Form ID: 24075
Publish: 07/23/2015
Details
Pershing
401(k) Plan Design Questionnaire
Lit No: QRPPDQ-PER-401K6-11
Revised: 03/01/2015
Form ID: 24076
Publish: 10/26/2016
Details
Pershing
Adoption Agreement Amendment Request
Lit No: REV PSHG
Revised: 11/15/2010
Form ID: 25822
Publish: 05/10/2012
Details
Pershing
Substitute Form W-9
Request for Taxpayer Identification Number and Certification
Lit No: W9BN
Revised: 12/01/2014
Form ID: 25864
Publish: 10/05/2016
Details
Pershing
Simple IRA Participation Notice and Summary
Description
Lit No: FRM-IRA-SIMP-PNSD
Revised: 08/01/2014
Form ID: 26296
Publish: 08/22/2014
Details
Pershing
Online Access and Electronic Delivery
Lit No: FRM-USERID-EDEL-02-17
Revised: 02/01/2017
Form ID: 26325
Publish: 05/25/2017
Details
Pershing
Corestone Account Agreement
Lit No: ECAGR-PER-CSTONE
Revised: 05/01/2017
Form ID: 26870
Publish: 01/31/2018
Details
Pershing
Corestone Account Application
Lit No: APP-CRST
Revised: 01/01/2015
Form ID: 26871
Publish: 03/12/2016
Details
Pershing
Non-Corporate Resolution
Lit No: FRM-NONCORP-RES-02-15
Revised: 02/01/2015
Form ID: 27152
Publish: 03/22/2017
Details
Pershing
LoanAdvance Guaranty
Lit No: FRM-GUARACCT-LA-11-11
Revised: 10/01/2011
Form ID: 27701
Publish: 12/28/2011
Details
Pershing
LoanAdvance Check Writing
Lit No: FRM-LA-CHECK
Revised: 01/01/2014
Form ID: 27714
Publish: 02/14/2014
Details
Pershing
529 Plans ACH Authorization Agreement
Lit No: FRM-ACH-529-06-13
Revised: 06/01/2013
Form ID: 29609
Publish: 12/06/2013
Details
Pershing
529 Plan Account Application
Lit No: FRM-529-APP
Revised: 08/01/2014
Form ID: 29610
Publish: 10/23/2017
Details
Pershing
Inherited IRA Kit
Lit No: IIRA-ADOP
Revised: 12/01/2015
Form ID: 29648
Publish: 10/23/2017
Details
Pershing
Amendment to the Investment Advisor Agreement
Lit No: PREC-MTLS-AMEND-08-12
Revised: 08/01/2012
Form ID: 29914
Publish: 02/05/2014
Details
Pershing
Precious Metals Client Agreement
Lit No: PREC-MTLS-AGREE-08-12
Revised: 08/01/2012
Form ID: 29915
Publish: 08/11/2012
Details
Pershing
Affidavit as to the Power of Attorney
Being in Full Force and Effect - Signed in the United States
Lit No: FORM-US-POA-Affidavit-11-10
Revised: 11/01/2010
Form ID: 30290
Publish: 04/30/2016
Details
Pershing
Disposal of Security of Insignificant Value
Disposal of Security of Insignificant Value in My/Our Following Account
Lit No: FRM-WTLS-SEC
Revised: 01/01/2013
Form ID: 31497
Publish: 01/30/2013
Details
Pershing
Loan Application For Qualified Retirement Plans
Lit No: SAM-QRP-LOAN
Revised: 04/01/2015
Form ID: 32247
Publish: 02/12/2016
Details
Pershing
New Account Agreement Additional Holder
Participant Information Supplement
Lit No: FRM-NEW-ACCT-SUPP
Revised: 03/01/2014
Form ID: 32574
Publish: 03/22/2014
Details
Pershing
Fully Paid Master Securities Loan Agreement
Lit No: FRM-FPMLA
Revised: 05/01/2015
Form ID: 32865
Publish: 06/03/2015
Details
Pershing
Trading Authorization/Power of Attorney - Non-US
For non-US person signing outside the US. Use to appoint an individual as agent/attorney-in-fact for an account.
Lit No: FRM-TA-INT
Revised: 05/01/2013
Form ID: 33641
Publish: 10/16/2014
Details
Pershing
Cost Basis Adjustment
for Inherited Covered and Non-Covered Securities
Lit No: FRM-CBADJ
Revised: 10/01/2013
Form ID: 34490
Publish: 10/18/2013
Details
Pershing
Loan Advance Application Kit
FRM-PER-T4LA FRM-LA-DIS-ACK ECAGR-LA
Lit No:
Revised: 01/01/2017
Form ID: 36459
Publish: 11/02/2017
Details
Pershing
Inherited IRA Adoption Agreement
Lit No: IIRA-ADOP
Revised: 12/01/2015
Form ID: 36833
Publish: 10/23/2017
Details
Pershing
529 Plan Account Transfer
Lit No: FRM-TSFR-529P
Revised: 12/01/2012
Form ID: 36930
Publish: 06/11/2014
Details
Pershing
Prototype SEP Plan Adoption Agreement
Kit
Lit No:
Revised: 01/01/2016
Form ID: 37493
Publish: 01/08/2016
Details
Pershing
Designation of Customized Beneficiary
Lit No: FRM-IRA-CUST
Revised: 09/01/2014
Form ID: 38515
Publish: 10/10/2014
Details
Pershing
Debt Instrument Election and Accrual Method Update
Lit No: FRM-CLIENT-BOND-ELECT
Revised: 04/01/2015
Form ID: 38877
Publish: 04/10/2015
Details
Pershing
Employee Stock Options Kit
Lit No: FRM-ESOP-KIT
Revised: 07/01/2014
Form ID: 39089
Publish: 11/21/2014
Details
Pershing
Limited Liability Company Resolution Certification
Lit No: FRM-PER-LL-CRC
Revised: 04/01/2011
Form ID: 42168
Publish: 03/22/2017
Details
Pershing
Quarterly Confirmation Report Enrollment
Lit No: FRM-TCS
Revised: 10/01/2013
Form ID: 44155
Publish: 02/01/2018
Details
Pershing
Loan Advance Lending Agreement
Lit No: ECAGR-LA-01-17
Revised: 01/01/2017
Form ID: 49717
Publish: 11/02/2017
Details
Pershing
Rescind Letter
Lit No: RSCN
Revised: 12/01/2017
Form ID: 50655
Publish: 02/01/2018
Details
Pershing
Money Desk Transmittal
Lit No: FRM-MD-TRANS
Revised: 09/01/2016
Form ID: 51311
Publish: 09/29/2016
Details
Pershing
Transfer Certificate Affidavit
Lit No: FRM-AFF-DNONUS
Revised: 06/01/2015
Form ID: 54444
Publish: 02/28/2017
Details
Pershing
529 Plan Account Transition Kit
Lit No:
Revised: 02/01/2017
Form ID: 54459
Publish: 10/23/2017
Details
Pershing
Retirement Account Transfer
Lit No: FRM-TSFR-RTRG
Revised: 05/01/2012
Form ID: 55657
Publish: 04/20/2017
Details
Pershing
Retail Account Transfer
Lit No: FRM-TSFR-RTLG
Revised: 05/01/2012
Form ID: 55658
Publish: 04/20/2017
Details
Pershing
Retirement Account Transfer
Lit No: FRM-TSFR-RTR
Revised: 04/01/2012
Form ID: 55659
Publish: 04/20/2017
Details
Pershing
Retail Account Transfer
Lit No: FRM-TSFR-RTL
Revised: 04/01/2012
Form ID: 55660
Publish: 04/20/2017
Details
Pershing
Loan Advance Application
Lit No: ECAGR-LA-01-17
Revised: 01/01/2017
Form ID: 56208
Publish: 11/02/2017
Details
Pershing
Online Access and Electronic Delivery
Lit No: FRM-USERID-EDEL-PRO
Revised: 02/01/2017
Form ID: 56409
Publish: 06/05/2017
Details
Pershing
Affirmation to Power of Attorney/Trading Auth
Lit No: FORM-POA-Affirmation-11-13
Revised: 11/01/2013
Form ID: 59103
Publish: 10/27/2017
Details
Pershing
Certification of Foreign Tax ID and DOB
Lit No:
Revised: 01/01/2018
Form ID: 60355
Publish: 01/10/2018
Details
Pershing
Fully Paid Master Securities Load Agreement
Lit No: FRM-GCR-FPLA-12-17
Revised: 12/01/2017
Form ID: 60499
Publish: 01/25/2018
Details
Pershing
Trusted Contact
Lit No: FRM-TC-01-18
Revised: 01/01/2018
Form ID: 60640
Publish: 02/01/2018
Details

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Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
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
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
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 --NEW--
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners --NEW--
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity --NEW--
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
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
Transamerica Life Insurance Co - Insurance
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
Voya - Life Insurance
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
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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