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Wealth Maximization Upload Formadmin2021-08-09T18:12:03+00:00

Please download this Information Exchange Booklet Fillable PDF and fill out the form accordingly. Once you have completed that, then upload this document along with your other documentation below. You can download the PDF to your hard drive and save as you go.

Screen Shot 2021-08-02 at 9.38.41 AM copy

Checklist
Please check the appropriate box to upload your documents.
Checklist
- Copy of Your Latest Tax Return
- Completed Wealth Maximization Questionnaire
Copy of Your Latest Tax Return
Max. file size: 300 MB.
Completed Wealth Maximization Questionnaire
Max. file size: 300 MB.
Please note: You do not have to be concerned about providing exact figures. Estimates are sufficient at this stage of the process.
Copies of the Following Financial Statements
- a. Bank Account Statements ( First Page showing balances only )
- b. Itemized List of all Savings Bonds and Certificates of Deposits
- c. Brokerage Account Statements
- d. Mutual Fund Account Statements
- e. List of all Stocks Held in Certificate Form
- f. Annuity Statements
- g. IRA Statements
- h. Qualified Plan Account Statements (403(b), 401(k), 457, Pension Statements, Defined Benefit Plans)
- i. Life Insurance Policy Statements
- j. Long Term Care Policy Statements
Please check the appropriate box to upload your documents.
Bank Account Statements (first page showing balances only)
Max. file size: 300 MB.
Itemized List of all Savings Bonds and Certificates of Deposits
Max. file size: 300 MB.
Brokerage Account Statements
Max. file size: 300 MB.
Mutual Fund Account Statements
Max. file size: 300 MB.
List of all Stocks Held in Certificate Form
Max. file size: 300 MB.
Annuity Statements
Max. file size: 300 MB.
IRA Statements
Max. file size: 300 MB.
Qualified Plan Account Statements
Max. file size: 300 MB.
Life Insurance Policy Statements
Max. file size: 300 MB.
Long Term Care Policy Statements
Max. file size: 300 MB.
Copies of Estate Planning Documents
- a. Wills
- b. Trusts
- c. Health Proxy
- d. Living Will
- e. Power of Attorney
Please check the appropriate box to upload your documents.
Wills
Max. file size: 300 MB.
Trusts
Max. file size: 300 MB.
Health Proxy
Max. file size: 300 MB.
Living Will
Max. file size: 300 MB.
Power of Attorney
Max. file size: 300 MB.
Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 600, Bakersfield, CA 93309; Phone 800-440- 0442; Member FINRA/SIPC. Fee based advisory services processed through and supervised by Liberty Partners Capital Management, LLC (LPCM) – a SEC registered investment advisory firm. Liberty Partners Financial Services, LLC is a separate entity from Davenport and Associates
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