TWFG Application Form

If at this point you qualify and want to apply, then we need to get started with an application/questionaire to see how this strategy best benefits you.

Let's get started.

Name:

First NameLast Name

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email:

example@example.com

Phone Number:

Area CodePhone Number

Date of birth:

Social Security No.:

Gender:

Marital Status:

Select One

Do you have a qualified retirement plan?

What qualified retirement plan do you have?

Plan type:

Plan approximate account value:

How long have you had this plan?:

Who is the custodian of the plan?:

Have you taken an RMD from this plan yet?:

If yes, List details of RMD: when, frequency, amount, etc.:

Do you have another qualified retirement plan?

What additional qualified retirement plan do you have?

Plan 2 type:

2nd plan approximate account value:

How long have you had Plan 2?:

Who is the custodian of Plan 2?:

Have you taken an RMD from Plan 2 yet?:

If yes, List details of Plan 2 RMD: when, frequency, amount, etc.:

Do you have a 3rd qualified retirement plan?

What 3rd qualified retirement plan do you have?

Plan 3 type:

Plan 3 approximate account value:

How long have you had Plan 3?:

Who is the custodian of Plan 3?:

Have you taken an RMD from Plan 3 yet?:

If yes, List details of Plan 3 RMD: when, frequency, amount, etc.:

Do you have a 4th qualified retirement plan?

What 4th qualified retirement plan do you have?

Plan 4 type:

Plan 4 approximate account value:

How long have you had Plan 4?:

Who is the custodian of Plan 4?:

Have you taken an RMD from Plan 4 yet?:

If yes, List details of Plan 4 RMD: when, frequency, amount, etc.:

Do you have a 5th qualified retirement plan?

What 5th qualified retirement plan do you have?

Plan 5 type:

Plan 5 approximate account value:

How long have you had Plan 5?:

Who is the custodian of Plan 5?:

Have you taken an RMD from Plan 5 yet?:

If yes, List details of Plan 5 RMD: when, frequency, amount, etc.:

Are you taking your RMD from one account? More than one? Explain:

What have you done in the past with your RMD?:

What would you like to accomplish with your future RMDs?:

If the client has a desire to: save, accumulate wealth, do estate planning, gift through UTMA accts, 529, education IRA, preserve capital or wants to improve their rate of return on investments, then we have enough to get started. At this point - set an appointment to come in to the office for a free no-obligation consultation.

Once in consultation make sure to discuss objectives, risk, time horizion, liquidity needs, share class-breakpoints, ROA, LOI, NAV on mutual fund repurchases with a letter of instruction, ultimate disposition, etc. Based on these answers and any other factors, the financial advisor should set up the investment for the net RMD investment proceeds usually recommended February 1st of the next tax year. (See Exhibits 3,4 and 4A)

It is also at this point that you will want to set up a December 6th ACH/EFT from the current custodian to your checkbook/money market/savings for the current tax year RMD. (See Exhibits 1, 2 and 2A)

RMDRS Application Form