SGCM Questionnaire New Client Form

New Client Onboarding Form

Please provide your information below to begin the onboarding process. All information is kept confidential and used to serve your financial needs.
Primary Account Holder Information - Full Legal Name

First NameLast Name
Preferred Nickname
Physical Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mailing Address (If Different Than Physical Address)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Primary Email
example@example.com
Phone Number
Preferred Contact Method
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Social Secuirty Number
example: 000-00-000
Marital Status

Other
Number of Dependents
Employment Information
Identification Information
Upload copy of Identification

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Secondary Account Holder Information

If applicable, provide details for a secondary account holder.
Secondary Account Holder Information - Full Legal Name

First NameLast Name
Preferred Nickname
Is Physical Address same as Primary Contact?
Physical Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mailing Address (If Different Than Physical Address)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Secondary: Primary Email
example@example.com
Phone Number
Preferred Contact Method
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Social Security Number
Employment Information
Identification Information
Upload copy of Identification Card

Cancelof

Trusted Contact

Provide a trusted contact if you are over 65 years old.
Trusted Contact Full Name

First NameLast Name
Trusted Contact Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Trusted Contact Email Address
example@example.com
Trusted Contact Relationship

Beneficiaries

Add beneficiaries for qualified plans (e.g., IRAs, Roth IRAs, Annuities, or Individual TOD).

Beneficiary Information

New Client Onboarding Form