RBC Capital Markets Online Forms Library

Form Search Results

Subscribe to the RSS feed for this company 

Your search returned 117 records.
Search Results
Records per Page:
     
RBC Capital Markets
Custodial IRA Adoption Agreement
Lit No: R_UIAA
Revised: 01/01/2018
Form ID: 31795
Publish: 01/22/2018
Details
RBC Capital Markets
Joint Account Agreement
Lit No: R_UJRS
Revised: 01/01/2012
Form ID: 31796
Publish: 11/09/2017
Details
RBC Capital Markets
Certification of Investment Powers
Trust Accounts and Qualified Plan Accounts
Lit No: R_UCPT
Revised: 07/01/2016
Form ID: 31797
Publish: 09/12/2017
Details
RBC Capital Markets
Account Transfer Form
Lit No: R_UACT
Revised: 01/01/2018
Form ID: 31798
Publish: 01/25/2018
Details
RBC Capital Markets
Custodial Simple IRA Adoption Agreement
Lit No: R_USIR
Revised: 01/01/2018
Form ID: 32006
Publish: 01/22/2018
Details
RBC Capital Markets
Resource II Program Agreement
Lit No: 2503-CS
Revised: 06/01/2018
Form ID: 32007
Publish: 06/29/2018
Details
RBC Capital Markets
Affidavit of Domicile
Lit No: R_UAOD
Revised: 01/01/2015
Form ID: 32008
Publish: 09/12/2017
Details
RBC Capital Markets
Custodial Roth IRA Adoption Agreement
Lit No: R_URIA
Revised: 06/01/2018
Form ID: 32009
Publish: 07/02/2018
Details
RBC Capital Markets
TOD Account Agreement and Beneficiary Designation
Lit No: R_UTOD
Revised: 04/01/2018
Form ID: 32010
Publish: 04/26/2018
Details
RBC Capital Markets
Certification Of Investment Powers
Corporate/Limited Liability Company/Partnership Family Limited Partnership/Sole Proprietorship Accounts
Lit No: R_UCIP
Revised: 08/01/2015
Form ID: 32011
Publish: 09/12/2017
Details
RBC Capital Markets
Prototype Simple Retirement Pln Adoption Agreement
Lit No: R_USRP
Revised: 12/01/2016
Form ID: 32012
Publish: 09/12/2017
Details
RBC Capital Markets
Joint Account Agreement- Community Property
Lit No: R_UJCP
Revised: 02/01/2015
Form ID: 32013
Publish: 11/09/2017
Details
RBC Capital Markets
Advisor Program Agreement
Lit No: 2577-CS
Revised: 06/01/2018
Form ID: 32014
Publish: 06/29/2018
Details
RBC Capital Markets
Joint Account Agreement- Tennants in Common
Lit No: R_UJTC
Revised: 02/01/2015
Form ID: 32015
Publish: 11/08/2017
Details
RBC Capital Markets
Prototype SEP Adoption Agreement
Lit No: R_USAA
Revised: 12/01/2010
Form ID: 32016
Publish: 09/12/2017
Details
RBC Capital Markets
Electronic Funds/ACH Authorization
Lit No: R_UACHi
Revised: 06/01/2014
Form ID: 32078
Publish: 09/19/2017
Details
RBC Capital Markets
On Demand Distribution Request IRA/SEP/ROTH/SIMPLE
Lit No: R_UODD
Revised: 01/01/2015
Form ID: 32079
Publish: 09/12/2017
Details
RBC Capital Markets
Custodial Account Agreement (Non-ERISA)
Lit No: 2201-CAS
Revised: 09/01/2017
Form ID: 32202
Publish: 09/28/2017
Details
RBC Capital Markets
LOA - Third Party Check Request
Lit No: 31217-CS
Revised: 10/01/2011
Form ID: 32203
Publish: 09/12/2017
Details
RBC Capital Markets
Investment Access Account Application
Lit No: R_UIAC
Revised: 12/01/2017
Form ID: 32204
Publish: 12/19/2017
Details
RBC Capital Markets
Alternative Investment Client Acknowledgment
and Agreement
Lit No: 56183-CS
Revised: 07/01/2016
Form ID: 32205
Publish: 09/12/2017
Details
RBC Capital Markets
New Account Form
Lit No: R_UNACi
Revised: 06/01/2018
Form ID: 32206
Publish: 06/29/2018
Details
RBC Capital Markets
SIMPLE Custodial Agreement & Disclosure
Lit No: 2009-CAS
Revised: 09/01/2017
Form ID: 32207
Publish: 09/28/2017
Details
RBC Capital Markets
Roth IRA Custodial Agreement & Disclosure
Lit No: 2106-CAS
Revised: 09/01/2017
Form ID: 32208
Publish: 09/28/2017
Details
RBC Capital Markets
LOA - Domestic Wire Transfer
Lit No: 31218-CS
Revised: 11/01/2016
Form ID: 32209
Publish: 09/12/2017
Details
RBC Capital Markets
Traditional IRA Custodial Agreement and Disclosure
Lit No: 2103-CAS
Revised: 08/01/2017
Form ID: 32211
Publish: 09/28/2017
Details
RBC Capital Markets
Retirement Check Writing Application
Lit No: R_UICK
Revised: 01/01/2015
Form ID: 32212
Publish: 09/12/2017
Details
RBC Capital Markets
Standard Checking Application
Lit No: R_USCA
Revised: 12/01/2017
Form ID: 32213
Publish: 12/19/2017
Details
RBC Capital Markets
Certificate Receipt
Lit No: SP003
Revised: 03/01/2008
Form ID: 32214
Publish: 09/12/2017
Details
RBC Capital Markets
Irrevocable Stock or Bond Power
Lit No: R_USKP
Revised: 12/01/2015
Form ID: 32215
Publish: 09/12/2017
Details
RBC Capital Markets
Client Account Information
Lit No: R_UNAC
Revised: 06/01/2018
Form ID: 32216
Publish: 06/29/2018
Details
RBC Capital Markets
IRA/SEP/SIMPLE Service Request
Lit No: R_UISV
Revised: 04/01/2015
Form ID: 32217
Publish: 09/12/2017
Details
RBC Capital Markets
Distribution Req - IRA/SEP/ROTH/SIMPLE
Lit No: R_UIDI
Revised: 01/01/2015
Form ID: 32219
Publish: 10/10/2017
Details
RBC Capital Markets
IRA/SEP/SIMPLE Beneficiary Change Req
Lit No: R_UIBC
Revised: 06/01/2015
Form ID: 32220
Publish: 09/12/2017
Details
RBC Capital Markets
Entity Client Account Information
Lit No: R_UCAF
Revised: 06/01/2018
Form ID: 32221
Publish: 06/29/2018
Details
RBC Capital Markets
403(b)(7) Distribution by Participant
Lit No: R_UBDP
Revised: 03/01/2015
Form ID: 32222
Publish: 09/12/2017
Details
RBC Capital Markets
Additional Beneficiary Designation
Lit No: R_UADB
Revised: 05/01/2016
Form ID: 32223
Publish: 05/16/2018
Details
RBC Capital Markets
Options Client Agreement and Approval
Lit No: R_OPTA
Revised: 12/01/2014
Form ID: 32224
Publish: 09/12/2017
Details
RBC Capital Markets
Client RBC Express Credit Account Agreement
and Application
Lit No: R_MRGN
Revised: 06/01/2018
Form ID: 32225
Publish: 06/29/2018
Details
RBC Capital Markets
Corporate Resolution
Lit No: R_CORP
Revised: 12/01/2010
Form ID: 32226
Publish: 09/12/2017
Details
RBC Capital Markets
Mutual Fund Systematic Order Set-Up
Lit No: MF001
Revised: 12/01/2010
Form ID: 32227
Publish: 11/07/2017
Details
RBC Capital Markets
403(b) Transfer and Distribution Addendum
Lit No: 20106-CS
Revised: 06/01/2011
Form ID: 32228
Publish: 09/12/2017
Details
RBC Capital Markets
Qualified Retirement Plan Agreement
Lit No: R_UQAC
Revised: 04/01/2018
Form ID: 33867
Publish: 04/26/2018
Details
RBC Capital Markets
403(b)(7) Participant Adoption Agreement
Lit No: R_UBPA
Revised: 04/01/2015
Form ID: 34362
Publish: 09/12/2017
Details
RBC Capital Markets
Form W-9
Lit No: NA_DISC
Revised: 05/01/2018
Form ID: 36872
Publish: 05/09/2018
Details
RBC Capital Markets
Dollar Write-Off Letter
Lit No: R_UZDW
Revised: 04/01/2016
Form ID: 38432
Publish: 09/12/2017
Details
RBC Capital Markets
Trade Correction Request
Lit No: P&S-001
Revised: 04/01/2015
Form ID: 38435
Publish: 09/12/2017
Details
RBC Capital Markets
Institutional Client Agreement
Lit No: R_UINA
Revised: 06/01/2017
Form ID: 38436
Publish: 09/12/2017
Details
RBC Capital Markets
Third-Party One-time Journal Authorization
Lit No: UOTJ-CS
Revised: 11/01/2014
Form ID: 38437
Publish: 09/12/2017
Details
RBC Capital Markets
Tax Lot Method Change
Lit No: UTLS
Revised: 12/01/2013
Form ID: 38438
Publish: 09/12/2017
Details
RBC Capital Markets
Minor IRA Addendum to the IRA Adoption Agreement
Lit No: R_UADD
Revised: 01/01/2015
Form ID: 40727
Publish: 09/12/2017
Details
RBC Capital Markets
SIMPLE IRA Deferral
Lit No: R_USDF
Revised: 12/01/2010
Form ID: 40728
Publish: 09/12/2017
Details
RBC Capital Markets
Third-Party Recurring Check Authorization
Lit No: R_URCRi
Revised: 11/01/2014
Form ID: 40729
Publish: 09/12/2017
Details
RBC Capital Markets
Retirement Rollover Letter of Authorization
Lit No: 21227-CS
Revised: 06/01/2011
Form ID: 40730
Publish: 09/12/2017
Details
RBC Capital Markets
Tax Notice Distributions for Qualified Plans
Lit No: RET-091
Revised: 12/01/2009
Form ID: 40731
Publish: 09/12/2017
Details
RBC Capital Markets
Off-Shore Client Certification
Lit No: R_UOFC
Revised: 02/01/2015
Form ID: 40732
Publish: 09/12/2017
Details
RBC Capital Markets
Asset Delivery Request
Lit No: R_UADU
Revised: 12/01/2017
Form ID: 40733
Publish: 05/14/2018
Details
RBC Capital Markets
Client Account Rescind Letter - Single Use
Lit No: 5619-CS
Revised: 11/01/2016
Form ID: 40734
Publish: 11/17/2017
Details
RBC Capital Markets
ACH: Client Disclosure
Lit No: 31214-CS
Revised: 05/01/2014
Form ID: 40735
Publish: 09/12/2017
Details
RBC Capital Markets
Cost Basis Fixed Income Election
Lit No: R_UFIE
Revised: 08/01/2015
Form ID: 40736
Publish: 09/12/2017
Details
RBC Capital Markets
R2: Manager Change
Lit No: 25172-CS
Revised: 03/01/2015
Form ID: 40737
Publish: 09/12/2017
Details
RBC Capital Markets
TSA: Investment Allocation Change
Lit No: 25166-CS
Revised: 12/01/2014
Form ID: 40738
Publish: 09/12/2017
Details
RBC Capital Markets
TSA: Tax Management Services
Lit No: 25164-CS
Revised: 01/01/2012
Form ID: 40739
Publish: 09/12/2017
Details
RBC Capital Markets
Account Restrictions
Lit No: 2584-CS
Revised: 11/01/2014
Form ID: 40740
Publish: 09/12/2017
Details
RBC Capital Markets
Fee Change
Lit No: 25132-CS
Revised: 08/01/2011
Form ID: 40741
Publish: 09/12/2017
Details
RBC Capital Markets
Wealth Management Questionnaire - Basic
Lit No: WMQ-Basic-CAS
Revised: 05/01/2011
Form ID: 40744
Publish: 09/12/2017
Details
RBC Capital Markets
Wealth Management Questionnaire - Complex
Lit No: WMQ-Complex-CAS
Revised: 12/01/2012
Form ID: 40745
Publish: 09/12/2017
Details
RBC Capital Markets
Waiver of Daily Transaction Confirmations
Lit No: 2509-CS
Revised: 08/11/2011
Form ID: 40746
Publish: 09/12/2017
Details
RBC Capital Markets
Online Bill Pay - User Guide
Lit No: 31206
Revised: 12/01/2012
Form ID: 40747
Publish: 09/12/2017
Details
RBC Capital Markets
Third Party Recurring Journal of Funds Auth
Authorization
Lit No: URJF-CS
Revised: 11/01/2014
Form ID: 40748
Publish: 05/16/2018
Details
RBC Capital Markets
New Client Worksheet - New Client Person
Lit No: R_UPWL
Revised: 06/01/2013
Form ID: 40749
Publish: 09/12/2017
Details
RBC Capital Markets
New Client Worksheet - New Client Entity
Lit No: R_UEWL
Revised: 10/01/2012
Form ID: 40750
Publish: 09/12/2017
Details
RBC Capital Markets
New Account Worksheet - New Account Person
Lit No: R_UDAW
Revised: 10/01/2012
Form ID: 40751
Publish: 09/12/2017
Details
RBC Capital Markets
New Account Worksheet - New Account Entity
Lit No: R_UDCW
Revised: 10/01/2012
Form ID: 40752
Publish: 09/12/2017
Details
RBC Capital Markets
Prime Brokerage Agreement
Lit No: 151
Revised: 03/01/2015
Form ID: 40753
Publish: 09/12/2017
Details
RBC Capital Markets
Full Trading Authorization w/Privilege to Withdraw
Money and/or Securities
Lit No: R_UFTA
Revised: 01/01/2015
Form ID: 40754
Publish: 09/12/2017
Details
RBC Capital Markets
Limited Trading Authorization to Purchase
and Sales of Securities
Lit No: R_ULTA
Revised: 01/01/2015
Form ID: 40755
Publish: 09/12/2017
Details
RBC Capital Markets
Foreign Person with U.S. Indicia
Lit No: R_UCHF
Revised: 06/01/2014
Form ID: 40756
Publish: 09/12/2017
Details
RBC Capital Markets
Request for Purged Account Documentation
Lit No: ADMN-013
Revised: 03/01/2017
Form ID: 40757
Publish: 09/12/2017
Details
RBC Capital Markets
Advisory Risk Profile Questionnaire
Lit No: 25275-CS
Revised: 11/01/2012
Form ID: 40760
Publish: 09/12/2017
Details
RBC Capital Markets
Self-Trusteed 401(k) Profit Sharing Plan Agreement
Standardized
Lit No: R_UTKA
Revised: 08/01/2015
Form ID: 40761
Publish: 09/12/2017
Details
RBC Capital Markets
Self-Trusteed Profit Shar Beneficiary Designation
Pension & 401(k) Profit Sharing
Lit No: R_UTBA
Revised: 12/01/2010
Form ID: 40765
Publish: 09/12/2017
Details
RBC Capital Markets
Prototype Defined Contribution and Trust Document
Lit No: 20158-CAS
Revised: 08/01/2017
Form ID: 40768
Publish: 09/28/2017
Details
RBC Capital Markets
Money Purchase Employer - Beneficiary Designation
Custodial - Pension and Profit Sharing Plan
Lit No: R_UPSA
Revised: 04/01/2015
Form ID: 40769
Publish: 09/12/2017
Details
RBC Capital Markets
Money Purchase Pension - Self-Trusteed Agreement
Lit No: R_UTMA
Revised: 08/01/2015
Form ID: 40770
Publish: 09/12/2017
Details
RBC Capital Markets
Self-Trusteed Owner-Only 401(k) Profit Sharing Agr
Plan Adoption Agreement
Lit No: R_UTOA
Revised: 08/01/2015
Form ID: 40771
Publish: 09/12/2017
Details
RBC Capital Markets
Profit Sharing Employer - Custodial Plan Agreement
Custodial Profit Sharing Plan Adoption Agreement
Lit No: R_UCPS
Revised: 08/01/2015
Form ID: 40772
Publish: 09/12/2017
Details
RBC Capital Markets
Self-Trusteed Profit Sharing Plan Agreement
Standardized
Lit No: R_UTPA
Revised: 08/01/2015
Form ID: 40773
Publish: 09/12/2017
Details
RBC Capital Markets
Addendum to IRA Distributions Request
Qualified
Lit No: CAS
Revised: 01/01/2016
Form ID: 40774
Publish: 09/12/2017
Details
RBC Capital Markets
Direct Rollover / Affirmative Election
Lit No: R_UDRE
Revised: 01/01/2013
Form ID: 40775
Publish: 09/12/2017
Details
RBC Capital Markets
Cust Pension & PS Plan Distribution by Beneficiary
Custodial Profit Sharing
Lit No: R_UPDB
Revised: 03/01/2015
Form ID: 40776
Publish: 09/12/2017
Details
RBC Capital Markets
Cust Pension & PS Plan Distribution by Participant
Custodial Profit Sharing
Lit No: R_UPDP
Revised: 03/01/2015
Form ID: 40777
Publish: 10/02/2017
Details
RBC Capital Markets
Employer Participant Account Election
Lit No: R_UEPE
Revised: 01/01/2015
Form ID: 40778
Publish: 09/12/2017
Details
RBC Capital Markets
Excess Contribution Removal Request
Lit No: R_UECR
Revised: 03/01/2016
Form ID: 40779
Publish: 09/12/2017
Details
RBC Capital Markets
Unlisted Securities Deposit
Lit No: R_UUSD
Revised: 03/01/2015
Form ID: 40937
Publish: 09/12/2017
Details
RBC Capital Markets
W-9 Payers Request
Lit No: R_TFRD
Revised: 12/01/2017
Form ID: 41804
Publish: 12/19/2017
Details
RBC Capital Markets
Plan Account Information
Lit No: R_UTAC
Revised: 02/01/2018
Form ID: 41812
Publish: 02/15/2018
Details
RBC Capital Markets
Participant Account Information
Lit No: R_UPAC
Revised: 02/01/2018
Form ID: 41813
Publish: 02/15/2018
Details
RBC Capital Markets
Institutional Account Information
Lit No: R_UINS
Revised: 06/01/2018
Form ID: 41915
Publish: 06/29/2018
Details
RBC Capital Markets
International Wire Transfer Authorization
Lit No: UIWT-CS
Revised: 03/01/2017
Form ID: 43208
Publish: 09/12/2017
Details
RBC Capital Markets
Access Agreement
Lit No: IC-003
Revised: 11/01/2011
Form ID: 50124
Publish: 09/12/2017
Details
RBC Capital Markets
Investor Connect User Agreement
Lit No: IC-003
Revised: 02/01/2013
Form ID: 50125
Publish: 09/12/2017
Details
RBC Capital Markets
Special Accomodation Transfer
Lit No: R_USRG
Revised: 01/01/2013
Form ID: 53941
Publish: 09/12/2017
Details
RBC Capital Markets
Rollover Explanation for Qualified Plans
Lit No: 2131-CS
Revised: 04/01/2017
Form ID: 56398
Publish: 09/12/2017
Details
RBC Capital Markets
Account Transfer
Single Member LLC Accts
Lit No: R_UACTs
Revised: 01/01/2018
Form ID: 56578
Publish: 01/23/2018
Details
RBC Capital Markets
Versus Purchase Change Request
Lit No: UVSP
Revised: 10/01/2017
Form ID: 58935
Publish: 10/10/2017
Details
RBC Capital Markets
Federal Tax Withholding Authorization
Lit No: R_UFTW
Revised: 07/01/2016
Form ID: 59325
Publish: 11/13/2017
Details
RBC Capital Markets
Third Party One-Time Journal Authorization
Lit No: UOTJ-CS
Revised: 11/01/2014
Form ID: 59326
Publish: 12/29/2017
Details
RBC Capital Markets
Client Update
Lit No: R_UCUF
Revised: 07/01/2016
Form ID: 60280
Publish: 01/16/2018
Details
RBC Capital Markets
Account Update
Lit No: R_UAUF
Revised: 07/01/2016
Form ID: 60281
Publish: 01/16/2018
Details
RBC Capital Markets
Transfer on Death Per Stirpes Distribution
Lit No: R_UTDP
Revised: 01/01/2015
Form ID: 61272
Publish: 03/29/2018
Details
RBC Capital Markets
Transfer on Death Distribution
Lit No: R_UTDD
Revised: 03/01/2016
Form ID: 61273
Publish: 03/29/2018
Details
RBC Capital Markets
Privacy Policy
Lit No:
Revised: 03/01/2018
Form ID: 61819
Publish: 05/03/2018
Details
RBC Capital Markets
Legal Entity Certification
Lit No: R_UFIN
Revised: 04/01/2018
Form ID: 61841
Publish: 05/02/2018
Details
RBC Capital Markets
Tax Lot Selection Method Change
Lit No: R_UTLS
Revised: 10/01/2011
Form ID: 62232
Publish: 05/22/2018
Details
RBC Capital Markets
Cost Basis Update Request
Lit No: CB
Revised: 07/01/2011
Form ID: 62329
Publish: 05/24/2018
Details
RBC Capital Markets
Letter of Authorization
Lit No: R_UOTA
Revised: 06/01/2018
Form ID: 63019
Publish: 07/09/2018
Details

View Forms By Company

Companies Hosting Forms With Quik!

The list below only displays companies that are available to all users - private companies are not displayed without signing up for an account first. To see the forms currently available for a company click the company name. Also, try our advanced form search.

 
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
API Funds
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
Cantor Fitzgerald
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
Country Financial
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 --NEW--
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
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB --NEW--
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
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
Knighthead Annuities --NEW--
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
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
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 --NEW--
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 Advisory Solutions --NEW--
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
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
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
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
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
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thompson IM
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 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

Don't See What You Want?

Not every company in our library is publicly listed. Contact us to see if we can give you access to the company you're seeking. Or... Request A New Company!

Be informed about Quik! with RSS by subscribing to the different feeds below.

Get Quik! News:   Quik! News RSS Feed

Learn about new companies that join Quik! by subscribing to the Quik! News RSS feed - click the RSS icon above.

Quik! Form Updates:   Quik! Forms Updates RSS Feed

Learn when forms are added or updated in Quik! by subscribing to the Quik! Form Updates RSS feed - click the RSS icon above.


To follow the updates of a specific company, click the company name in the list above and subscribe to the RSS feed at the top of the search results.

New to RSS? Here's info about RSS that might help.

*Our forms security model ensures that only registered users can see and use forms. If you want to start using forms, sign up for a FREE trial today!