New Account Information Form (NAIF)

Welcome to Walla Street Wealth Management, Inc. and thank you for choosing our team to help grow and protect your wealth.

Step 1: Complete the appropriate information fields requested below by selecting the gray banner to expand each section. *Please note this is a secure, encrypted form.

Step 2: Once submitted, our team will review the information and pre-fill the necessary New Account documents.

Step 3: The pre-filled documents will then be securely emailed to you via DocuSign for eSignatures.

If you have any questions, please contact us @ 913-543-3836.

Beneficiary Information
How many Primary Beneficiaries do you have?
Please complete the Primary Beneficiary Information section below.
How many Contingent Beneficiaries do you have?
Please complete the Contingent Beneficiary Information section below.
Primary Beneficiary Information
Primary Beneficiary #1 - Name / Entity Name / Trust Name
Primary Beneficiary #1 - Home Address

Street Address

CityState

Zip Code
Primary Beneficiary #1 - Phone Number
Primary Beneficiary #1 - Email
example@example.com
Primary Beneficiary #1 - Date of Birth / Date of Trust

MonthDayYear
Primary Beneficiary #1 - Social Security Number / Tax ID Number
###-##-#### or ##-#######
Primary Beneficiary #1 - Percentage
All primary beneficiaries must total to 100%
Primary Beneficiary #2 - Name / Entity Name / Trust Name
Primary Beneficiary #2 - Home Address

Street Address

CityState

Zip Code
Primary Beneficiary #2 - Phone Number
Primary Beneficiary #2 - Email
example@example.com
Primary Beneficiary #2 - Date of Birth / Date of Trust

MonthDayYear
Primary Beneficiary #2 - Social Security Number / Tax ID Number
###-##-#### or ##-#######
Primary Beneficiary #2 - Percentage
All primary beneficiaries must total to 100%
Primary Beneficiary #3 - Name / Entity Name / Trust Name
Primary Beneficiary #3 - Home Address

Street Address

CityState

Zip Code
Primary Beneficiary #3 - Phone Number
Primary Beneficiary #3 - Email
example@example.com
Primary Beneficiary #3 - Date of Birth / Date of Trust

MonthDayYear
Primary Beneficiary #3 - Social Security Number / Tax ID Number
###-##-#### or ##-#######
Primary Beneficiary #3 - Percentage
All primary beneficiaries must total to 100%
Primary Beneficiary #4 - Name / Entity Name / Trust Name
Primary Beneficiary #4 - Home Address

Street Address

CityState

Zip Code
Primary Beneficiary #4 - Phone Number
Primary Beneficiary #4 - Email
example@example.com
Primary Beneficiary #4 - Date of Birth / Date of Trust

MonthDayYear
Primary Beneficiary #4 - Social Security Number / Tax ID Number
###-##-#### or ##-#######
Primary Beneficiary #4 - Percentage
All primary beneficiaries must total to 100%
Contingent Beneficiary Information
Contingent Beneficiary #1 - Name / Entity Name / Trust Name
Contingent Beneficiary #1 - Home Address

Street Address

CityState

Zip Code
Contingent Beneficiary #1 - Phone Number
Contingent Beneficiary #1 - Email
example@example.com
Contingent Beneficiary #1 - Date of Birth / Date of Trust

MonthDayYear
Contingent Beneficiary #1 - Social Security Number / Tax ID Number
###-##-#### or ##-#######
Contingent Beneficiary #1 - Percentage
All contingent beneficiaries must total to 100%
Contingent Beneficiary #2 - Name / Entity Name / Trust Name
Contingent Beneficiary #2 - Home Address

Street Address

CityState

Zip Code
Contingent Beneficiary #2 - Phone Number
Contingent Beneficiary #2 - Email
example@example.com
Contingent Beneficiary #2 - Date of Birth / Date of Trust

MonthDayYear
Contingent Beneficiary #2 - Social Security Number / Tax ID Number
###-##-#### or ##-#######
Contingent Beneficiary #2 - Percentage
All contingent beneficiaries must total to 100%
Contingent Beneficiary #3 - Name / Entity Name / Trust Name
Contingent Beneficiary #3 - Home Address

Street Address

CityState

Zip Code
Contingent Beneficiary #3 - Phone Number
Contingent Beneficiary #3 - Email
example@example.com
Contingent Beneficiary #3 - Date of Birth / Date of Trust

MonthDayYear
Contingent Beneficiary #3 - Social Security Number / Tax ID Number
###-##-#### or ##-#######
Contingent Beneficiary #3 - Percentage
All contingent beneficiaries must total to 100%
Contingent Beneficiary #4 - Name / Entity Name / Trust Name
Contingent Beneficiary #4 - Home Address

Street Address

CityState

Zip Code
Contingent Beneficiary #4 - Phone Number
Contingent Beneficiary #4 - Email
example@example.com
Contingent Beneficiary #4 - Date of Birth / Date of Trust

MonthDayYear
Contingent Beneficiary #4 - Social Security Number / Tax ID Number
###-##-#### or ##-#######
Contingent Beneficiary #4 - Percentage
All contingent beneficiaries must total to 100%

Thank you for completing the NAIF. Please Submit your information by clicking the blue button below.
Should be Empty:

Primary Beneficiary Information

Contingent Beneficiary Information