iPlanGroup - Universal App - Applicant Identity Verification (App Redirect) Form

Applicant Identity Verification Form
As part of our commitment to maintaining the integrity and security of your Individual Retirement Account (IRA), we are required by regulatory standards to verify your identity. Your cooperation in providing the following information is essential for compliance purposes and assists us with the protection of your account.

Thank you for choosing iPlanGroup. We look forward to serving you and your retirement investing needs.
Note: In the event that you intend to open an account for a minor, the information provided below must be that of the responsible individual of the account or the account depositor (if account to be opened is a CESA).
Full Legal Name

First NameMiddle NameLast Name
Social Security Number
Date of Birth

MonthDayYear
Date
Residential Address

Street Address

Street Address Line 2

CityState

Zip Code
By completing this form, you acknowledge and consent to the collection and use of your personal information for account establishment and verification purposes.
Upon clicking submit below you will be redirected to the full iPlanGroup self-directed IRA account application form.
Event Referral Source:
(iPlanGroup Internal Use Only)
COI Referring
Should be Empty:

Applicant Identity Verification Form