Fee Allocation Intake Form

Fee Allocation Intake Form
Client Name

First NameLast Name
Fee Amount
Has the Client been added to A360 with their SSN?
*The Client must be added to A360 with their social before proceeding*
Design Center Supported or Self-Sufficent?
You must be eligible for Self-Sufficient in order to choose that option
Primary Advisor Name

First NameLast Name
Primary Advisor AA Number
Primary Advisor Split Percentage
Second Advisor Name

First NameLast Name
Second Advisor AA Number
Second Advisor Split Percentage
Third Advisor Name

First NameLast Name
Third Advisor AA Number
Third Advisor Split Percentage
Fourth Advisor Name

First NameLast Name
Fourth Advisor AA Number
Fourth Advisor Split Percentage
Please add any other advisors on this case along with their AA number and split %
Are you ready to begin data entry?
Please fill out the Fee-Based and Needs Analysis Form after submission:

https://www.firm-os.com/vista-fee-based-and-needs-analysis-form
Should be Empty: