• New Client Onboarding

  • Legal Name Information

  • Prefix
  • Date of Birth*
     / /
  • Are you saving jointly or separately?

  • Address Information

  • Mailing Address Same as Physical?*
  • Additional Address?*
  • Are you a citizen of the United States?*

  • Contact Information

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Employment Information

  • Employment status (choose what BEST describes)*
  • Are you retired?*
  • Retirement Date*
     / /
  • Are you affiliated with or employed by a stock exchange, member firm or an exchange or FINRA, or a municipal securities broker/dealer?*
  • Are you a director, 10% shareholder or policy-making officer of one or more publicly traded companies?*

  • Identification Information

  • Issued Date*
     / /
  • Expiration Date*
     / /
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  • Beneficiary Information & Estate Planning

    This section helps us identify which key estate planning documents you currently have in place and whether beneficiary designations have been reviewed. Providing this information ensures your financial plan and investment accounts align with your broader estate goals.

  • Will*
  • Power of Attorney*
  • Living Will/Advance Directive*
  • Health Care Proxy*
  • Beneficiary Designations*
  • Living Trust*

  • Social & Web Connections

    Optional

  • Spouse/Partner Information

  • Prefix
  • Date of Birth (Spouse)*
     / /
  • Anniversary Date
     / /
  • Is your spouse/partner a citizen of the United States?*
  • Format: (000) 000-0000.

  • Spouse/Partner Employment Information

  • Employment status (choose what BEST describes)*
  • Is your spouse/partner retired?*
  • Retirement Date*
     / /
  • Is your spouse affiliated with or employed by a stock exchange, member firm or an exchange or FINRA, or a municipal securities broker/dealer?*
  • Is your spouse a director, 10% shareholder or policy-making officer of one or more publicly traded companies?*

  • Spouse/Partner Social Media

  • Spouse/Partner

    Beneficiary Information & Estate Planning

    This section helps us identify which key estate planning documents you currently have in place and whether beneficiary designations have been reviewed. Providing this information ensures your financial plan and investment accounts align with your broader estate goals.

  • Will*
  • Power of Attorney*
  • Living Will/Advance Directive*
  • Health Care Proxy*
  • Beneficiary Designations*
  • Living Trust*

  • Children Information

  • Do you have children?*

  • Child #1 Information

  • Is this child a dependent?*
  • Is this child a beneficiary or otherwise part of your estate planning strategy?*
  • Gender
  • Child's Date of Birth
     - -

  • Residence Information

  • Marital status
  • Do you have additional children?*

  • Child #2 Information

  • Is this child a dependent?*
  • Is this child a beneficiary or otherwise part of your estate planning strategy?*
  • Gender
  • Child's Date of Birth
     - -

  • Residence Information

  • Marital status
  • Do you have additional children?*

  • Child #3 Information

  • Is this child a dependent?*
  • Is this child a beneficiary or otherwise part of your estate planning strategy?*
  • Gender
  • Child's Date of Birth
     - -

  • Residence Information

  • Marital status
  • Do you have additional children?*

  • Child #4 Information

  • Is this child a dependent?*
  • Is this child a beneficiary or otherwise part of your estate planning strategy?*
  • Gender
  • Child's Date of Birth
     - -

  • Residence Information

  • Marital status
  • Do you have additional children?*

  • Child #5 Information

  • Is this child a dependent?*
  • Is this child a beneficiary or otherwise part of your estate planning strategy?*
  • Gender
  • Child's Date of Birth
     - -

  • Residence Information

  • Marital status
  • Do you have additional children?*

  • Child #6 Information

  • Is this child a dependent?*
  • Is this child a beneficiary or otherwise part of your estate planning strategy?*
  • Gender
  • Child's Date of Birth
     - -

  • Residence Information

  • Marital status
  • Do you have additional children?*

  • Trusted Contact Information

    A trusted contact is someone we may reach out to if we ever have concerns about your health, well-being, or the security of your accounts. This person does not have authority over your assets but serves as a safeguard to help protect you from fraud or financial exploitation. 

    This is optional but HIGHLY encouraged.

  • Format: (000) 000-0000.

  • Professional Contacts

  • The following information is completely OPTIONAL and meant to enhance our relationship with you.

  • We appreciate you taking the time to share your information — it’s an important step in getting organized and building the foundation for your financial plan.

    When you click Submit, your details will be securely transmitted to our system. We’ll review everything and follow up before your upcoming meeting to confirm any missing items.

    Thank you for your trust in Eight Peaks Wealth Management — we’re honored to be part of your financial journey.

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