Form Search Results

Subscribe to the RSS feed for this company 

Your search returned 124 records.
Search Results
Records per Page:
     
SEI (Wealth Platform Forms Only)
Domestic Wire Transfer Request
Lit No: ReQ0046295
Revised: 06/01/2017
Form ID: 54322
Publish: 08/02/2017
Details
SEI (Wealth Platform Forms Only)
SEI Cash Access Account Closure Request
Lit No:
Revised: 12/01/2013
Form ID: 54323
Publish: 02/23/2017
Details
SEI (Wealth Platform Forms Only)
Advisor Contact Information Update
Lit No:
Revised: 11/01/2012
Form ID: 54324
Publish: 03/14/2017
Details
SEI (Wealth Platform Forms Only)
MAS Disclosure Document
Lit No:
Revised: 01/01/2018
Form ID: 54325
Publish: 01/31/2018
Details
SEI (Wealth Platform Forms Only)
Advisor and/or Broker Dealer Change
Lit No: ID BD1
Revised: 05/01/2016
Form ID: 54326
Publish: 02/23/2017
Details
SEI (Wealth Platform Forms Only)
Agent Authorization - POA
Lit No: ID LB1
Revised: 01/01/2018
Form ID: 54327
Publish: 02/26/2018
Details
SEI (Wealth Platform Forms Only)
Consolidated Statement Set Up/Change
Lit No: ID SS1
Revised: 11/01/2016
Form ID: 54328
Publish: 03/09/2017
Details
SEI (Wealth Platform Forms Only)
Free Delivery
Lit No:
Revised: 10/01/2011
Form ID: 54329
Publish: 03/14/2017
Details
SEI (Wealth Platform Forms Only)
Goals Based Program: Goal Reporting
Lit No:
Revised: 03/01/2018
Form ID: 54330
Publish: 03/16/2018
Details
SEI (Wealth Platform Forms Only)
Addendum to Investors Agreement - Guardian Acct
Lit No:
Revised: 08/01/2016
Form ID: 54331
Publish: 02/23/2017
Details
SEI (Wealth Platform Forms Only)
Name Change
Lit No: Form ID LH1
Revised: 06/01/2017
Form ID: 54332
Publish: 06/21/2017
Details
SEI (Wealth Platform Forms Only)
Irrevocable Stock or Bond Power
Lit No:
Revised: 04/01/2009
Form ID: 54334
Publish: 03/01/2017
Details
SEI (Wealth Platform Forms Only)
403(b)(7) Account Application
Lit No: ID 8_GWP
Revised: 01/01/2018
Form ID: 54336
Publish: 04/16/2018
Details
SEI (Wealth Platform Forms Only)
403(b)(7) Beneficiary Change
Lit No: SWP
Revised: 08/01/2016
Form ID: 54337
Publish: 02/23/2017
Details
SEI (Wealth Platform Forms Only)
Distribution 403(b)(7)
Lit No: ID D8_GWP
Revised: 06/01/2017
Form ID: 54338
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
Additional Investments -Multiple SIMPLE IRA Acct.
Lit No: RA12_GWP
Revised: 03/01/2017
Form ID: 54339
Publish: 03/16/2017
Details
SEI (Wealth Platform Forms Only)
Address Change
Lit No: ID NA6
Revised: 09/01/2014
Form ID: 54340
Publish: 08/15/2017
Details
SEI (Wealth Platform Forms Only)
Bulk Request
Lit No:
Revised: 04/01/2018
Form ID: 54341
Publish: 05/02/2018
Details
SEI (Wealth Platform Forms Only)
Dollar Cost Averaging (DCA)
Lit No: MD1_SWP
Revised: 04/01/2017
Form ID: 54342
Publish: 06/07/2017
Details
SEI (Wealth Platform Forms Only)
Internal Asset Transfer (In-Kind)
Lit No: ID FD1_GWP
Revised: 01/01/2015
Form ID: 54343
Publish: 08/15/2017
Details
SEI (Wealth Platform Forms Only)
Liquidation / Cash Transfer
Lit No: ID FC4_GWP
Revised: 01/01/2016
Form ID: 54344
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
Mutual Fund/CUSIP Guide
Lit No:
Revised: 01/01/2018
Form ID: 54345
Publish: 01/31/2018
Details
SEI (Wealth Platform Forms Only)
Monetary Change
Lit No: ID MF1_GWP
Revised: 08/01/2017
Form ID: 54346
Publish: 09/06/2017
Details
SEI (Wealth Platform Forms Only)
Strategy Change
Lit No: ID ME1_GWP
Revised: 01/01/2018
Form ID: 54347
Publish: 01/31/2018
Details
SEI (Wealth Platform Forms Only)
Custom Strategy
Lit No: ID MC1_SWP
Revised: 11/01/2017
Form ID: 54348
Publish: 11/13/2017
Details
SEI (Wealth Platform Forms Only)
DFS Additional Investment (IRA)
Lit No:
Revised: 09/01/2012
Form ID: 54349
Publish: 03/14/2017
Details
SEI (Wealth Platform Forms Only)
DFS Additional Investment (Non-IRA)
Lit No:
Revised: 09/01/2012
Form ID: 54350
Publish: 03/14/2017
Details
SEI (Wealth Platform Forms Only)
Distribution-Focused Strategy Monetary Change
Lit No: ID ME7_GWP
Revised: 08/01/2017
Form ID: 54351
Publish: 08/17/2017
Details
SEI (Wealth Platform Forms Only)
EAS: Account Transfer Form
Lit No: ID FC3_GWP
Revised: 10/01/2017
Form ID: 54352
Publish: 10/24/2017
Details
SEI (Wealth Platform Forms Only)
EAS - DVP/RVO Executed Trade Notification
Lit No:
Revised: 06/01/2017
Form ID: 54353
Publish: 06/21/2017
Details
SEI (Wealth Platform Forms Only)
EAS - Limit Order
Lit No: ID TF1_GWP
Revised: 05/01/2018
Form ID: 54354
Publish: 05/08/2018
Details
SEI (Wealth Platform Forms Only)
EAS - Trade Non-SEI Mutual Fund
Lit No: ID TB1_GWP
Revised: 11/01/2017
Form ID: 54355
Publish: 11/13/2017
Details
SEI (Wealth Platform Forms Only)
EAS - Trade Security
Lit No: ID TC1_GWP
Revised: 11/01/2017
Form ID: 54356
Publish: 11/06/2017
Details
SEI (Wealth Platform Forms Only)
Data Services Set up / Change
Lit No: DD3_SWP
Revised: 02/01/2018
Form ID: 54358
Publish: 02/14/2018
Details
SEI (Wealth Platform Forms Only)
Additional Inverstment IRA
Lit No: RA2_GWP
Revised: 03/01/2017
Form ID: 54359
Publish: 03/16/2017
Details
SEI (Wealth Platform Forms Only)
Account Application & Agreement - IRA
Lit No: ID 6_GWP
Revised: 01/01/2018
Form ID: 54360
Publish: 04/16/2018
Details
SEI (Wealth Platform Forms Only)
IRA Beneficiary Designation
Lit No:
Revised: 08/01/2016
Form ID: 54361
Publish: 03/01/2017
Details
SEI (Wealth Platform Forms Only)
Distribution IRA
Lit No: ID D3_GWP
Revised: 08/01/2017
Form ID: 54362
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
Inherited IRA Beneficiary Election
Lit No: ID LG1_GWP
Revised: 02/01/2018
Form ID: 54363
Publish: 02/13/2018
Details
SEI (Wealth Platform Forms Only)
MAS - Account Application & Agreement - IRA
Lit No: ID 7_GWP
Revised: 05/01/2018
Form ID: 54364
Publish: 05/03/2018
Details
SEI (Wealth Platform Forms Only)
MAS - Account Application & Agreement - Non-IRA
Lit No: ID 15_GWP
Revised: 05/01/2018
Form ID: 54365
Publish: 05/03/2018
Details
SEI (Wealth Platform Forms Only)
MAS - Account Application & Agreement - Qualified
Plans
Lit No: ID 11_GWP
Revised: 05/01/2018
Form ID: 54366
Publish: 05/03/2018
Details
SEI (Wealth Platform Forms Only)
MS - Additional Investment Multi Qualified Plan
Lit No:
Revised: 06/01/2012
Form ID: 54367
Publish: 01/29/2018
Details
SEI (Wealth Platform Forms Only)
SWP Managed to Non-Managed Custody Acct
Lit No:
Revised: 01/01/2018
Form ID: 54368
Publish: 01/31/2018
Details
SEI (Wealth Platform Forms Only)
MAS - Monetary Change
Lit No: ID MF2_GWP
Revised: 08/01/2017
Form ID: 54370
Publish: 08/17/2017
Details
SEI (Wealth Platform Forms Only)
Unified Managed Acct Solutions Trade Non-SEI
Lit No: ID TB2_GWP
Revised: 08/01/2017
Form ID: 54371
Publish: 08/21/2017
Details
SEI (Wealth Platform Forms Only)
Unified Managed Acct Solutions Trade SEI
Lit No: ID TD2_GWP
Revised: 08/01/2017
Form ID: 54372
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
MAS - Change in Investment Strategy IRA
Lit No: ID ME5_GWP
Revised: 05/01/2018
Form ID: 54373
Publish: 05/10/2018
Details
SEI (Wealth Platform Forms Only)
MAS - Account Application & Agreement - Simple IRA
Lit No: ID 29_GWP
Revised: 05/01/2018
Form ID: 54374
Publish: 05/03/2018
Details
SEI (Wealth Platform Forms Only)
MAS - Account Registration Change Non-IRA
Lit No: ID L12_GWP
Revised: 01/01/2018
Form ID: 54375
Publish: 04/16/2018
Details
SEI (Wealth Platform Forms Only)
MAS - Additional Investment Non-IRA
Lit No: RA5_GWP
Revised: 03/01/2017
Form ID: 54376
Publish: 03/16/2017
Details
SEI (Wealth Platform Forms Only)
MAS - Managed Strategy Addendum
Lit No: ID 28_GWP
Revised: 05/01/2018
Form ID: 54377
Publish: 05/03/2018
Details
SEI (Wealth Platform Forms Only)
MAS - Distribution IRA
Lit No: ID D4_GWP
Revised: 08/01/2017
Form ID: 54378
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
MAS - Distribution Non-IRA
Lit No: ID D2_GWP
Revised: 08/01/2017
Form ID: 54379
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
MAS - Change in Investment Strategy QP
Trustee Directed Qualified Plans
Lit No: ID ME4_GWP
Revised: 05/01/2018
Form ID: 54380
Publish: 05/10/2018
Details
SEI (Wealth Platform Forms Only)
MAS-Distribution for Trustee Directed Qualified Pl
Lit No: ID D7_GWP
Revised: 08/01/2017
Form ID: 54382
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
Trade SEI Fund
Lit No: ID TD1_GWP
Revised: 11/01/2017
Form ID: 54383
Publish: 11/13/2017
Details
SEI (Wealth Platform Forms Only)
Automatic Investment Program (AIP) (IRA)
Lit No: MB3_SWP
Revised: 06/01/2017
Form ID: 54384
Publish: 06/23/2017
Details
SEI (Wealth Platform Forms Only)
Automatic Investment Program (AIP) (Non-IRA)
Lit No: MB1_SWP
Revised: 06/01/2017
Form ID: 54385
Publish: 06/23/2017
Details
SEI (Wealth Platform Forms Only)
Trade SEI Fund from Qualified Plans
Lit No: ID TD3_GWP
Revised: 11/01/2017
Form ID: 54386
Publish: 11/13/2017
Details
SEI (Wealth Platform Forms Only)
Account Registration Change
Lit No: ID LI1_GWP
Revised: 01/01/2018
Form ID: 54387
Publish: 04/16/2018
Details
SEI (Wealth Platform Forms Only)
Additional investment Non-IRA and Qualified Plan
Lit No: RA1_GWP
Revised: 03/01/2017
Form ID: 54388
Publish: 03/16/2017
Details
SEI (Wealth Platform Forms Only)
Account Application
Lit No: ID 19_GWP
Revised: 01/01/2018
Form ID: 54389
Publish: 04/16/2018
Details
SEI (Wealth Platform Forms Only)
Distribution Non-IRA
Lit No: ID D1_GWP
Revised: 08/01/2017
Form ID: 54390
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
Outgoing Asset Gifting In-Kind
Lit No: ID FF2
Revised: 09/01/2017
Form ID: 54391
Publish: 09/06/2017
Details
SEI (Wealth Platform Forms Only)
TOD - Beneficiary Designation/Change/Termination
Lit No:
Revised: 08/01/2016
Form ID: 54392
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
Non-SEI Asset Liquidation
Lit No:
Revised: 08/01/2017
Form ID: 54393
Publish: 09/01/2017
Details
SEI (Wealth Platform Forms Only)
Account Application For Qualified Plans
Lit No: ID 27_GWP
Revised: 01/01/2018
Form ID: 54394
Publish: 04/16/2018
Details
SEI (Wealth Platform Forms Only)
Internal Asset Transfer In-Kind Qualified Plan
Lit No: ID FD5_GWP
Revised: 01/01/2015
Form ID: 54395
Publish: 08/15/2017
Details
SEI (Wealth Platform Forms Only)
Additional Investment Multiple Qualified Plan Acct
Lit No:
Revised: 06/01/2012
Form ID: 54396
Publish: 03/14/2017
Details
SEI (Wealth Platform Forms Only)
Distribution (Qualified Plan)
Lit No: ID D6_GWP
Revised: 08/01/2017
Form ID: 54397
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
Roth Conversion In-Kind
Lit No: ID RC2_SWP
Revised: 08/01/2017
Form ID: 54399
Publish: 08/17/2017
Details
SEI (Wealth Platform Forms Only)
Account Application & Agreement - Simple IRA
Lit No: ID 26_GWP
Revised: 01/01/2018
Form ID: 54400
Publish: 04/16/2018
Details
SEI (Wealth Platform Forms Only)
Statement Update
Lit No: ID SU1_SWP
Revised: 08/01/2017
Form ID: 54401
Publish: 08/23/2017
Details
SEI (Wealth Platform Forms Only)
Interest Capitalization
Lit No: REQ0046092
Revised: 05/01/2016
Form ID: 54402
Publish: 03/01/2017
Details
SEI (Wealth Platform Forms Only)
Investment Advisor's Fee Package
Lit No:
Revised: 08/01/2017
Form ID: 54403
Publish: 08/29/2017
Details
SEI (Wealth Platform Forms Only)
Investor Tax Rate Cost Basis Acct Method Charge
Lit No: ID TR1
Revised: 11/01/2016
Form ID: 54404
Publish: 03/09/2017
Details
SEI (Wealth Platform Forms Only)
MAS - Manager Change
Lit No:
Revised: 11/01/2016
Form ID: 54405
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
MAS - SEI Fee Change Due to Additional Assets
Lit No:
Revised: 02/01/2018
Form ID: 54406
Publish: 02/27/2018
Details
SEI (Wealth Platform Forms Only)
MoneyGuidePro Integration
Lit No:
Revised: 08/01/2016
Form ID: 54407
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
Account Control Agreement
Lit No: ID LA1
Revised: 11/01/2014
Form ID: 54408
Publish: 02/23/2017
Details
SEI (Wealth Platform Forms Only)
Corporate Organization Partnership Resolution
Lit No: ID LC1
Revised: 06/01/2017
Form ID: 54409
Publish: 06/21/2017
Details
SEI (Wealth Platform Forms Only)
Trustee Certification
Lit No: ID LK1
Revised: 01/01/2018
Form ID: 54410
Publish: 01/31/2018
Details
SEI (Wealth Platform Forms Only)
Performance Report Option Selection
Lit No: ID ZE2
Revised: 04/01/2016
Form ID: 54411
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
Premium Client Reporting Election
Lit No: ID PC_SWP
Revised: 12/01/2015
Form ID: 54412
Publish: 08/17/2017
Details
SEI (Wealth Platform Forms Only)
Authorized Persons - Qualified Plans
Lit No:
Revised: 03/01/2007
Form ID: 54413
Publish: 02/23/2017
Details
SEI (Wealth Platform Forms Only)
Request to Remove Account Signer
Lit No:
Revised: 01/01/2011
Form ID: 54414
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
Domestic / International Wire Transfer Request
For Securites Backed Line of Credit
Lit No: REQ0054782
Revised: 07/01/2016
Form ID: 54415
Publish: 10/05/2017
Details
SEI (Wealth Platform Forms Only)
SBLOC Combined Application
Lit No: REQ0059194
Revised: 03/01/2018
Form ID: 54416
Publish: 05/14/2018
Details
SEI (Wealth Platform Forms Only)
Request for Change in Terms
Lit No: REQ0050062
Revised: 07/01/2016
Form ID: 54417
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
Cash Access Account Additional Owner
Lit No: REQ0049998
Revised: 05/01/2016
Form ID: 54418
Publish: 08/04/2017
Details
SEI (Wealth Platform Forms Only)
Wire Transfer Application and Agreement
Lit No:
Revised: 08/01/2014
Form ID: 54419
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
Cash Access Account Manual Transfer Request
Lit No:
Revised: 09/01/2012
Form ID: 54420
Publish: 03/08/2017
Details
SEI (Wealth Platform Forms Only)
SEI Cash Access Account Entity Acct Application
Lit No: GWP 526, 527
Revised: 04/01/2018
Form ID: 54421
Publish: 05/14/2018
Details
SEI (Wealth Platform Forms Only)
SEI Cash Access Account Individual/Joint Acct App
Lit No: GWP 524
Revised: 04/01/2018
Form ID: 54422
Publish: 05/14/2018
Details
SEI (Wealth Platform Forms Only)
SEI Cash Account Trust Account Application
Lit No: GWP 525
Revised: 04/01/2018
Form ID: 54423
Publish: 05/14/2018
Details
SEI (Wealth Platform Forms Only)
CAA - International Wire Transfer Request
Lit No:
Revised: 06/01/2017
Form ID: 54424
Publish: 07/14/2017
Details
SEI (Wealth Platform Forms Only)
SBLOC Interest Rate Information
Lit No: REQ0074544
Revised: 09/01/2017
Form ID: 54425
Publish: 10/04/2017
Details
SEI (Wealth Platform Forms Only)
Portfolio/Overlay Creation and Maintenance
Lit No: ID MC4
Revised: 08/01/2017
Form ID: 54426
Publish: 08/17/2017
Details
SEI (Wealth Platform Forms Only)
www.AccessMyPortfolio.com Registration/Change
Lit No:
Revised: 02/01/2018
Form ID: 54427
Publish: 02/26/2018
Details
SEI (Wealth Platform Forms Only)
DFS IRA Application & Agreement
Lit No: ID 22_GWPFL
Revised: 05/01/2018
Form ID: 54428
Publish: 05/17/2018
Details
SEI (Wealth Platform Forms Only)
DFS Non-IRA Application & Agreement
Lit No: ID 23_GWPFL
Revised: 01/01/2018
Form ID: 54429
Publish: 04/16/2018
Details
SEI (Wealth Platform Forms Only)
DFS Change Form
Lit No: ID DFS_SC_GWPFL
Revised: 10/01/2017
Form ID: 54430
Publish: 12/04/2017
Details
SEI (Wealth Platform Forms Only)
E-Delivery Entrollment / Change
Lit No: ID ED2_SWP
Revised: 08/01/2017
Form ID: 54431
Publish: 08/15/2017
Details
SEI (Wealth Platform Forms Only)
Cost Basis Update
Lit No: ID FG1_GWP
Revised: 03/01/2017
Form ID: 54432
Publish: 03/06/2017
Details
SEI (Wealth Platform Forms Only)
eMoney Intergration
Lit No:
Revised: 08/01/2016
Form ID: 54433
Publish: 02/28/2017
Details
SEI (Wealth Platform Forms Only)
Redtail Integration
Lit No:
Revised: 10/01/2016
Form ID: 54434
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
SEI Cash Access Account Linkage Maintenance
Lit No:
Revised: 06/01/2016
Form ID: 54435
Publish: 02/27/2017
Details
SEI (Wealth Platform Forms Only)
Standing Instruction - Non-IRA and IRA
Lit No: ID SI1-GWP
Revised: 11/01/2014
Form ID: 54436
Publish: 08/17/2017
Details
SEI (Wealth Platform Forms Only)
SEI Wealth Platform User Registration / Change
Lit No: ID SW4_GWP
Revised: 04/01/2018
Form ID: 54437
Publish: 04/13/2018
Details
SEI (Wealth Platform Forms Only)
SEI CAA - Target Checking Acc Balance Change
Lit No:
Revised: 02/01/2017
Form ID: 54438
Publish: 02/23/2017
Details
SEI (Wealth Platform Forms Only)
Request to Change TotalCash Manger Firm Admin
Lit No:
Revised: 01/01/2011
Form ID: 54439
Publish: 02/23/2017
Details
SEI (Wealth Platform Forms Only)
SEI TotalCash Manager Access Auth Agreement
Lit No:
Revised: 10/01/2014
Form ID: 54440
Publish: 10/05/2017
Details
SEI (Wealth Platform Forms Only)
Additional Investment for Multiple QP or 403(b)(7)
Lit No: RA14_GWP
Revised: 03/01/2017
Form ID: 55036
Publish: 03/17/2017
Details
SEI (Wealth Platform Forms Only)
MAS - Additional Investment IRA
Lit No: RA4_GWP
Revised: 03/01/2017
Form ID: 55037
Publish: 03/17/2017
Details
SEI (Wealth Platform Forms Only)
MAS - Additional Investment for Multiple QP
Lit No: RA11_GWP
Revised: 03/01/2017
Form ID: 55038
Publish: 03/17/2017
Details
SEI (Wealth Platform Forms Only)
SBLOC Quick Card
Lit No:
Revised: 03/01/2017
Form ID: 55283
Publish: 04/03/2017
Details
SEI (Wealth Platform Forms Only)
SBLOC Trustee Certification
Lit No:
Revised: 03/01/2017
Form ID: 55284
Publish: 04/10/2017
Details
SEI (Wealth Platform Forms Only)
Letter of Understanding - No Trading Discreation
Lit No:
Revised: 03/01/2017
Form ID: 55488
Publish: 04/05/2017
Details
SEI (Wealth Platform Forms Only)
Fee Maintenance
Lit No: ID IB1_GWP
Revised: 05/01/2017
Form ID: 56244
Publish: 06/08/2017
Details
SEI (Wealth Platform Forms Only)
MAS - Change in Investment Strategy (Non-IRA)
Lit No: ME3_GWP
Revised: 05/01/2018
Form ID: 59009
Publish: 05/03/2018
Details
SEI (Wealth Platform Forms Only)
RIA Broker Dealer Affiliation Start-Up Kit
Lit No: DD3_SWP
Revised: 02/01/2018
Form ID: 59190
Publish: 02/13/2018
Details
SEI (Wealth Platform Forms Only)
Independent RIA Start-Up Kit
Lit No: DD3_SWP
Revised: 02/01/2018
Form ID: 59191
Publish: 02/13/2018
Details
SEI (Wealth Platform Forms Only)
End Investor Employer Compliance Set Up/Change
Lit No: DD4
Revised: 04/01/2018
Form ID: 61728
Publish: 04/30/2018
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
Ascendant Capital --NEW--
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 --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
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
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
Lodging Opportunity Fund, REIT --NEW--
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 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 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
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 --NEW--
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
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Time Equities --NEW--
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
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

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!