Forms Library
From the list below, you can download and access our most requested forms and applications.
- Transfer on Death Registration and Beneficiary Designation Form
- Asset Movement Authorization Form For Brokerage Accounts or Premier Select Retirement Accounts
- Cashiering Check Request for Non-Retirement Accounts
- Cashiering EFT/Wire Request for Non-Retirement Accounts
- Duplicate Account Information Request Form
- Premiere Select® IRA Beneficiary and Successor Beneficiary Designation
- Premiere Select® IRA Periodic Distribution Request Form
- Personal Withdrawal Service Application For Non-Retirement Accounts
- Premiere Select® IRA One-Time Distribution Request Form
- Standing Instructions
- Statement Householding Form
- Transfer of Assets Instructions
Submitting your completed paperwork:
Fax: (603) 934-1429
Mail: Independence Financial Advisors, 387 Central Street, Franklin, NH 03235
In Person: at our office
Copyright 2012. All rights reserved to Independence Financial Advisors, LLC.
Investment Management services are offered through Fidelity Investments.
Securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Fixed Insurance is offered through Consolidated Life Producers.
Services, securities and insurance offered through Independence Financial Advisors, LLC and Fidelity Investments, Infinex Investments, Inc. and Consolidated Life Producers are not FDIC-insured, are not deposits or obligations of nor guaranteed by Franklin Savings Bank or its affiliate. These products are subject to investment risk, including possible loss of value and are not insured by any federal government agency. For more information about a particular security, ask for a prospectus. Please read it carefully before making an investment.