ACCOUNT MANAGEMENT

ACCOUNT MANAGEMENT

Updated October 21, 2019

IPD Interested Party Designation

Use this optional IPD (Interested Party Designation) form to give other individuals certain rights pertaining to your account. By completing this form, you can allow our office to provide information about your account (such as balances, or the status of transactions) to the Interested Party.

[et_pb_accordion icon_color=”#5ec621″ admin_label=”Accordion Important Notice and Disclaimer” _builder_version=”3.0.100″ toggle_font=”Georgia||||||||” body_font=”Georgia||||||||” text_orientation=”center” border_radii=”on|10px|10px|10px|10px” border_color_all=”#7cda24″ box_shadow_style=”preset6″ saved_tabs=”all”][et_pb_accordion_item title=”Important Notice and Disclaimer” open=”on” _builder_version=”3.0.100″ text_orientation=”left” border_radii=”on|0px|0px|0px|0px”]

Please send all documentation to Next Generation Services. Sending documentation to Next Generation Trust Company may result in delays of review and processing times. Please note: We attempt to answer all emailed inquiries within one business day. Before a client transaction goes into the queue to be processed, administrative review will be between two and five business days depending on the complexity of the transaction and our volume of transactions. Investment documents are processed in the order in which they are received. Most transactions are completed in two business days provided that we have original, correct documents and cleared funding.

*** NOTICE ***

Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGS does not endorse or recommend any companies, products, services or investments. NGS does not provide any financial, legal or investment advice. If the services of NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGS. NGS is not a “fiduciary” as defined in the IRC, ERISA, and/or any applicable federal, state or local laws. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.

[/et_pb_accordion_item][/et_pb_accordion]

LPOA Limited Power of Attorney

Use this optional LPOA (Limited Power of Attorney) form to give other individuals certain rights pertaining to your account. By completing this form, you are authorizing another individual (other than yourself) to conduct transactions within your account in addition to information about your account. Original signature and notary required.[et_pb_accordion icon_color=”#5ec621″ admin_label=”Accordion Important Notice and Disclaimer” _builder_version=”3.0.100″ toggle_font=”Georgia||||||||” body_font=”Georgia||||||||” text_orientation=”center” border_radii=”on|10px|10px|10px|10px” border_color_all=”#7cda24″ box_shadow_style=”preset6″ saved_tabs=”all”][et_pb_accordion_item title=”Important Notice and Disclaimer” open=”on” _builder_version=”3.0.100″ text_orientation=”left” border_radii=”on|0px|0px|0px|0px”]

Please send all documentation to Next Generation Services. Sending documentation to Next Generation Trust Company may result in delays of review and processing times. Please note: We attempt to answer all emailed inquiries within one business day. Before a client transaction goes into the queue to be processed, administrative review will be between two and five business days depending on the complexity of the transaction and our volume of transactions. Investment documents are processed in the order in which they are received. Most transactions are completed in two business days provided that we have original, correct documents and cleared funding.

*** NOTICE ***

Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGS does not endorse or recommend any companies, products, services or investments. NGS does not provide any financial, legal or investment advice. If the services of NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGS. NGS is not a “fiduciary” as defined in the IRC, ERISA, and/or any applicable federal, state or local laws. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.

[/et_pb_accordion_item][/et_pb_accordion]

Beneficiary Designation/Change

Use this form to designate or change the beneficiaries for your account. This form is not required when opening a new account, as the information is incorporated into the application. Use this form to name or change beneficiaries at any time after your account has been established. (Original Required)

[et_pb_accordion icon_color=”#5ec621″ admin_label=”Accordion Important Notice and Disclaimer” _builder_version=”3.0.100″ toggle_font=”Georgia||||||||” body_font=”Georgia||||||||” text_orientation=”center” border_radii=”on|10px|10px|10px|10px” border_color_all=”#7cda24″ box_shadow_style=”preset6″ saved_tabs=”all”][et_pb_accordion_item title=”Important Notice and Disclaimer” open=”on” _builder_version=”3.0.100″ text_orientation=”left” border_radii=”on|0px|0px|0px|0px”]

Please send all documentation to Next Generation Services. Sending documentation to Next Generation Trust Company may result in delays of review and processing times. Please note: We attempt to answer all emailed inquiries within one business day. Before a client transaction goes into the queue to be processed, administrative review will be between two and five business days depending on the complexity of the transaction and our volume of transactions. Investment documents are processed in the order in which they are received. Most transactions are completed in two business days provided that we have original, correct documents and cleared funding.

*** NOTICE ***

Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGS does not endorse or recommend any companies, products, services or investments. NGS does not provide any financial, legal or investment advice. If the services of NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGS. NGS is not a “fiduciary” as defined in the IRC, ERISA, and/or any applicable federal, state or local laws. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.

[/et_pb_accordion_item][/et_pb_accordion]

Change of Address Form

Use this form to update or change the address on file for your account. All acceptable “Proof of Address” types are noted on the form. (Fax/Scan Accepted)

[et_pb_accordion icon_color=”#5ec621″ admin_label=”Accordion Important Notice and Disclaimer” _builder_version=”3.0.100″ toggle_font=”Georgia||||||||” body_font=”Georgia||||||||” text_orientation=”center” border_radii=”on|10px|10px|10px|10px” border_color_all=”#7cda24″ box_shadow_style=”preset6″ saved_tabs=”all”][et_pb_accordion_item title=”Important Notice and Disclaimer” open=”on” _builder_version=”3.0.100″ text_orientation=”left” border_radii=”on|0px|0px|0px|0px”]

Please send all documentation to Next Generation Services. Sending documentation to Next Generation Trust Company may result in delays of review and processing times. Please note: We attempt to answer all emailed inquiries within one business day. Before a client transaction goes into the queue to be processed, administrative review will be between two and five business days depending on the complexity of the transaction and our volume of transactions. Investment documents are processed in the order in which they are received. Most transactions are completed in two business days provided that we have original, correct documents and cleared funding.

*** NOTICE ***

Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGS does not endorse or recommend any companies, products, services or investments. NGS does not provide any financial, legal or investment advice. If the services of NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGS. NGS is not a “fiduciary” as defined in the IRC, ERISA, and/or any applicable federal, state or local laws. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.

[/et_pb_accordion_item][/et_pb_accordion]

Client Release Form

REQUIRED FOR ALL NEW ACCOUNTS. This form confirms your understanding of certain important aspects of your self-directed account, and must be witnessed by a notary. (Original Required)

[et_pb_accordion icon_color=”#5ec621″ admin_label=”Accordion Important Notice and Disclaimer” _builder_version=”3.0.100″ toggle_font=”Georgia||||||||” body_font=”Georgia||||||||” text_orientation=”center” border_radii=”on|10px|10px|10px|10px” border_color_all=”#7cda24″ box_shadow_style=”preset6″ saved_tabs=”all”][et_pb_accordion_item title=”Important Notice and Disclaimer” open=”on” _builder_version=”3.0.100″ text_orientation=”left” border_radii=”on|0px|0px|0px|0px”]

Please send all documentation to Next Generation Services. Sending documentation to Next Generation Trust Company may result in delays of review and processing times. Please note: We attempt to answer all emailed inquiries within one business day. Before a client transaction goes into the queue to be processed, administrative review will be between two and five business days depending on the complexity of the transaction and our volume of transactions. Investment documents are processed in the order in which they are received. Most transactions are completed in two business days provided that we have original, correct documents and cleared funding.

*** NOTICE ***

Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGS does not endorse or recommend any companies, products, services or investments. NGS does not provide any financial, legal or investment advice. If the services of NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGS. NGS is not a “fiduciary” as defined in the IRC, ERISA, and/or any applicable federal, state or local laws. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.

[/et_pb_accordion_item][/et_pb_accordion]