Fee Allocation Intake Form

Fee Allocation Intake Form
Submitter Email
example@example.com
Client Name

First NameLast Name
Business Name
Is this a new or existing plan?
Existing FPAS Case Number
Fee Amount (Total Annual Amount Including Onboarding Fee)
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
Numbers only. Do not include AA or AE
Primary Advisor Split Percentage
Second Advisor Name

First NameLast Name
Second Advisor AA Number
Numbers only. Do not include AA or AE
Second Advisor Split Percentage
Third Advisor Name

First NameLast Name
Third Advisor AA Number
Numbers only. Do not include AA or AE
Third Advisor Split Percentage
Fourth Advisor Name

First NameLast Name
Fourth Advisor AA Number
Numbers only. Do not include AA or AE
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?
NOTE: Submitting this form does not start the data entry process. You must submit this form and then complete the form below with the additional required information to begin data entry for this case. If either form is not submitted, this case will be delayed.

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

Once the case has been successfully submitted, you should receive an automated email confirmation from the Design Center. If you do not receive this email, please contact the Design Center immediately to confirm that the case was submitted properly.
Business Hours ID
Record Type ID
Queue
Should be Empty:

Fee Allocation Intake Form

*The Client must be added to A360 with their social before proceeding*

The Client must be added to A360 with their social before proceeding