There is a lot of paperwork when it comes to finances. Whether it is activating a power of attorney, converting your assets to Roth IRA, fulfilling your Required Minimum Distribution, or simply adding check writing to your account, there always seems to be another set of paperwork that needs to be filled out and signed. Getting that paperwork filled out correctly can be critical.
That is why, as part of our service to our clients, we prepare the correct paperwork to turn your intentions into a reality. We can assist using eSignature where available, quick and secure delivery via our Client Portal, or via the regular mail when requested or necessary.
We specialize in paperwork from Charles Schwab, American Funds, RiversEdge, TIAA-CREF, and Fidelity. However, we also use our expertise to provide assistance on other paperwork that our clients encounter.
How to eSign a Schwab Form
At this time, Schwab has an extensive but limited list of forms which are eligible for electronic signature. As a part of our Paperwork Preparation bonus service, you can request that we send you paperwork using Schwab’s eSignature system when available.
RiversEdge In-Service Withdrawal Request Form
To do an in-service rollout of your vested profit sharing balance, you use the “RiversEdge In-Service Withdrawal Request Form.”