Forms

The following forms are for use by our customers:

To download each form to your computer, right click the form link and select "Save Target As...", then select the location on your hard drive where you would like to save the document. We recommend the desktop as the easiest place to locate your downloaded documents.

Items in PDF format can be viewed and printed using Adobe Acrobat Reader. If you do not have Acrobat Reader, please click on the Get Acrobat Reader button:

Outsourcing Agreement for Planners (MS Word) - effective September 1, 2005.

Outsourcing Agreement for Planners (PDF) - effective September 1, 2005.

Privacy Statement (PDF) - effective September 1, 2003.

Verification Statement (PDF) - effective September 1, 2003.

Profiles+™ Professional
Each of the following documents (PDF) can be downloaded and then emailed, faxed or mailed in upon completion.

1. Financial Statement Fact Finder
2. Accumulation Fact Finder
3. Asset Allocation Questionnaire
4. Disability Fact Finder
5. Education Fact Finder
6. Estate Fact Finder
7. Financial Independence Fact Finder
8. Long-Term Care Fact Finder
9. Survivor Needs Fact Finder

Keeping Your Data Safe

CryptoHeaven, a secure Internet communications service that offers email sharing services, is used to protect privacy of information. A log in name and password is given when you use Outsource Opportunities. The direct URL is www.cryptoheaven.com/download.

The log in link is in the top right hand corner. Once logged in you will be able to access your shared folder to pass information back and forth.