Getting Started with HBW

Primary Account Holder
Legal Name

First NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
Current Age
Social Security Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Is this a mobile phone?
Do we have permission to text you at this number?
Message and data rates may apply.
Email
example@example.com
Physical Address (no PO Box allowed)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want to list a mailing address? (PO Boxes allowed)
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Current Employment Status
Employer Name
Job Title
Years with Employer
Employers Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you a US Citizen?
Residency Status
Current country of residence:
What type of government ID will you be submitting?

Spouse or Partner
Legal Name

First NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
Current Age
Social Security Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Is this a mobile phone?
Do we have permission to text you at this number?
Message and data rates may apply.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Current Employment Status
Employer Name
Job Title
Years with Employer
Employers Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you a US Citizen?
Residency Status
Current country of residence:
What type of government ID will you be submitting?

Minor Account Setup

This is specifically for minor accounts that are not your chilren
Legal Name

First NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
Current Age
Social Security Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Current Employment Status

Living Trust Information
Name of Living Trust
Effective Date of Living Trust

MonthDayYear
Date
Date of Last Amendment

MonthDayYear
If Applicable
Trust Tax ID Number or Social Security of Primary Trustee
State the Trust is Governed by:
List All Trustees

Children
Child #1
Child #2
Child #3
Child #4
Child #5
Child #6
Child #7

Beneficiary Information
Adding a beneficiary to your accounts is one of the most important financial decisions you'll make. It ensures your assets are distributed according to your wishes and can help your loved ones avoid complicated and time-consuming legal proceedings after your passing.

A beneficiary is the person or entity that you legally designate to receive your financial assets when you die. As an account owner, you have the authority to designate a beneficiary for your financial accounts.

Primary beneficiary
A primary beneficiary is the first person, entity, or institution in line to receive your assets after your passing. As your primary beneficiaries, these people or entities will have the first claim to your assets and will receive their designated share as specified in your beneficiary designation. For married couples, it is common to list your spouse as your primary beneficiary but not required.

Contingent beneficiaries
Contingent beneficiaries, also known as secondary beneficiaries, are your backup plan for asset distribution. They inherit your assets only if all primary beneficiaries are deceased, can't be located, or refuse their inheritance. This additional layer of planning helps ensure your assets don't end up in probate or distributed according to state laws.
Primary Beneficiary
Will you select your spouse or partner as your primary beneficiary?
How many people will you be selecting as your primary beneficiary?
Primary Beneficiary #1
Primary Beneficiary #2
Primary Beneficiary #3
Primary Beneficiary #4
If you are listing more than 4 primary beneficiaries then please continue to list out the needed information to properly list those individuals.
Contingent Beneficiary
While it is common to list your spouse (if applicable) as the Primary Beneficiary, it is also common to list your chilren as Contingent Beneficiaries (if applicable).
Will you list your children as contingent beneficaries?
Will they receive equal percentages?
Then please let us know their names and the percentages that each will receive.
How many people will you list as contingent beneficiary?
Contingent Beneficiary #1
Contingent Beneficiary #2
Contingent Beneficiary #3
Contingent Beneficiary #4
If you are listing more than 4 contingent beneficiaries then please continue to list out the needed information to properly list those individuals.

Business Account Information
Legal Name of Business
Tax ID Number / EIN
Entity Designation
NAICS Code
https://www.census.gov/naics/
Date of Incorporation

MonthDayYear
Date
State of Incorporation
Primary Business Activity
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Is your business address the same as your home address?
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
List Individuals Who Hold These Titles
Provide any additional information regarding the business that we should be aware of.

Document Uploads

Please upload the requested documents per your answers within this InTake form. If you do not have a PDF or image of the document requested, then please scan and upload a copy of your physical copies.
IMPORTANT

For each of these upload sections you can select multiple documents. Therefore you can upload multiple government ID for all account holders, investment statements and any other documents that may have been requested by your Financial Advisor.
Voided Check

Links your bank account with your investments
Cancelof
Government ID

For all account owners
Cancelof
Investment Account Statements

Current Investments: 401k, 403b, 457b, Traditional IRA, Roth IRA, Brokerage, Indvidiual, Joint, Trust.
Cancelof
Death Certificate

For any inherited accounts
Cancelof
Living Trust - Certificate

Certificate of Extract or Full Living Trust
Cancelof
Any additional documents...

This is your chance to upload any additional documents that may be needed to open your account(s).
Cancelof
Any additional information...
Please provide any additional information that you feel is needed to open your account(s).
Should be Empty:

Getting Started with HBW

Household Financial Information

Primary Account Holder

Spouse or Partner

Minor Account Setup

Living Trust Information

Children

Beneficiary Information

Primary Beneficiary

Contingent Beneficiary

Business Account Information

Document Uploads