Tax Form Request Form

Request for Tax Document Assistance

We are happy to help you retrieve your tax documents from Fidelity or Charles Schwab! Annuity documents are mailed directly and we do not have access to them.
Before submitting...

Please refer to our webpage for any questions on what documents you may need, if any at all! https://strongtowerpa.com/resources/tax-document-center/
Name*

First NameLast Name
Email*
Please provide my tax forms via:*

MailSecure emailBlueleafPrint for my upcoming meeting with Ash
Please confirm the address you would like your forms sent to:

Street Address

Street Address Line 2

CityState

Zip Code
Should be Empty:

Request for Tax Document Assistance