| Forms |
1) Investor Profile Questionnaire
2) Management Agreement
2) Management Agreement
| Applications |
3) Taxable Account Application
4) IRA, Rollover, & Roth IRA Application
5) SEP IRA Application
6) Beneficiary Designated IRA (BDA) Application
4) IRA, Rollover, & Roth IRA Application
5) SEP IRA Application
6) Beneficiary Designated IRA (BDA) Application
| Other Services |
7) Account Transfer form
8) Automatic Account Builder
9) Personal Withdrawal Form
10) Checkwriting Form Taxable Accounts
11) Checkwriting Form IRA Accounts
12) Periodic IRA Distribution Form
13) Single IRA Distribution Form
8) Automatic Account Builder
9) Personal Withdrawal Form
10) Checkwriting Form Taxable Accounts
11) Checkwriting Form IRA Accounts
12) Periodic IRA Distribution Form
13) Single IRA Distribution Form
| 965 Registry Blvd #104 St. Augustine FL 32092 (518) 312-5467 |
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Lange Asset
Management
Management
| (877) 90-LANGE (877) 905-2643 sven@langeasset.com |