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Forms & Docs

*IMPORTANT NOTE: Our online forms have been converted to fillable PDF forms that can be completed and submitted directly within Adobe Acrobat 6 or higher, Adobe Reader 6 or higher or within an Adobe-Reader-6-enabled Web browser. (More information is available below.)

Please check frequently for updated versions of these forms.

412(i) Defined Benefit Plan


Comparability Plans


Wealth Maximization Strategy


Financial Planning Analysis



Other Plans


Other Documents



More Information About Fillable PDF Forms

To submit a form, simply fill in the appropriate form fields in the PDF and click the "Submit" button at the end of the document.

We recommend downloading the PDF to your computer and use Adobe Acrobat 6 or Adobe Reader 6 or higher to open the form and work with it. Avoid submitting these forms from within your web browser, as an error may occur (this does not affect the actual submission, but you will not see a success message.) You may also choose download the form to your computer so that you can save copies for repeated use using the full version of Adobe Acrobat 6. You can submit a completed form from your computer without even coming to the Web site as long as you have an open internet connection. (Please check frequently for updated versions of forms.)

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