Forms

Downloadable PDF Forms
For the convenience of our clients, the following forms are downloadable PDFs. If you have any questions or need additional assistance, please call us at 800-443-7624.  Please click on the name of the form to open the PDF.

ACH Authorization Form This form provides standing instructions linking your bank account to the brokerage account.

IRA Designation of Beneficiary Use this form to designate or make changes to your primary and contingent beneficiaries.IRA Contributions. Please note there are 2 ways to make an IRA contribution:
1. If you’re writing a check, use this IRA Contribution Form
2. If you are transferring assets from one St. Germain account to another,
use this Asset Movement Form.

IRA Distribution Form Complete this form when you need to distribute assets from your SEP IRA, Traditional IRA, Roth IRA, Education Savings Accounts, Inherited IRA and Inherited ESA account[s].