The following is a basic list of Fees* that may be associated with the licensing & appointment process.
|
|
- David Lee Booth
- 8 years ago
- Views:
Transcription
1 The following is a basic list of Fees* that may be associated with the licensing & appointment process. These fees are due at the time of licensing: E & O Insurance rates Premium is pro-rated based on contract date. FINRA Initial Registration Fee Additional FINRA Fees State Registration Fee Fingerprint Processing Fee Add/Remove/Amend Disclosures in Section 14 of your U4 Exam Fees: (if applicable) Current Series Exam Fees fee paid to open window for exam (amounts subject to change without notice) Study materials for various exams and/or classes (Life and Health & FINRA) Kaplan Website**: Phone Number: $ (at time of licensing only) Will apply to any non-resident State Licenses that are requested as well as annual renewals. Varies by state. State licensing fees are from December to December and are not pro-rated. (i.e. Fee paid in November of 2012 only provides coverage until December of 2012) $52.00 (one-time fee at time of licensing only) $110.0 (applies when you answer yes to Question #5 on your Preliminary Application) Series 6 = $85.00 Series 65 = $ Series 7 = $ Series 66 = $ Series 63 = $96.00 Vary between $49 - $500. You can contact the 2 sites below for prices and study materials mention you are from Lincoln and a discount may apply. Securities Training Corp** Website: Phone Number: STC-1223
2 On-going fees after appointment with LFA/IFP Broker Dealer Affiliation Fee $250.00/month. Advisors only. Waived during first 12 months. Compliance Fee $100.00/month. Advisors only. SolutionsLinc Affiliation fee $125.00/month. Professional Partners only. Never waived. *All fees are subject to change. **Lincoln Financial Advisors Corp is not affiliated with Kaplan Financial or Securities Training Corp. ***The broker-dealer affiliation fee of $250/month is waived for the first 12 months. If eligible, the office and facility fee (aka Compliance Fee) of $100/month may also be waived. The following is a basic list of office and other charges that you will be responsible for if you are housed in one of these offices. Telephone ~ you will be charged for your usage on a monthly basis Waltham, MA $10 flat rate, plus usage Glastonbury, CT $10 Flat Rate, plus usage Cranston, RI Total bill is divided by # of planners using the service. Currently $120/month Worcester, MA $30 Flat Rate, plus usage Fairfax, VA Total bill is divided by # of planners using the service currently the monthly phone charge will be $ Postage ~ you will be charged for the exact cost of your outgoing mail on a monthly basis Internet Connection ~ you will be charged a flat monthly fee for each internet connection. (i.e., if you and your assistant both have internet connections, you will be charged a flat monthly fee for each) Waltham, MA $45/month Glastonbury, CT $14/month Cranston, RI $14/month Worcester, MA $40/month Fairfax, VA Total bill is divided by # of planners using the service currently the monthly phone charge will be $31.25/mo. Office Supplies ~ the office will provide basic office supplies (Copy Paper, Paper Clips, Staples, Post-it Note, Legal Pads, Rubber Bands). You will be responsible for ordering and paying for your own personal supplies such as printers, ink cartridges, file folders, special order items, etc. We work with Staples & WB Mason to determine if discounts can be given to the group. Overnight Packages ~ all UPS or Fed Ex packages sent out to clients are the responsibility of the advisor. Corporate package prices vary depending on mailed from and mailed to zip codes, as well as package weight and type of service. Packages currently average approximately $6.67. These prices vary greatly depending on fuel surcharges, etc.
3 Stationery & Business Cards ~ all orders (IFP), after the initial order of 500, are at the advisor s expense. Quantity Business Cards Fold over Style $58 $59 $79 Business Cards Standard - Flat $29 $30 $45 Letterhead $85 $90 $115 Envelopes #10 or #9 Regular $95 $100 $125 Envelopes 9 x 12 $125 $135 $170 Envelopes 10 x 13 $135 $140 $175 Administrative Assistant charges ~ all charges associated with having an Admin on the payroll (currently ADP) will be the responsibility of the advisor. Contact Kristi Carlson if you would like a copy of the benefit cost sheet. Advisor(s) are invoiced every month for these charges. A sample invoice can be provided upon request.
4
5 Fee Type (from Page 1) Affiliation fee $250 includes: Honors & Recognition Trips Access to planning support Access to Coaching & Training Access to products, services & tools of the broker-dealer. Proprietary technology platforms (DesignIT, LFAPlanner.com, VPN Remote Access, Vaulting Technology, OmniSource, LASERAPP) Not included: Microsoft Office & other software license(s) FedEx or overnight shipping costs (see page 2) Not included and OPTIONAL: Computer lease (available through Lincoln) Smart Office or other non-proprietary database software Profiles TM (new licenses no longer available) Compliance E & O Insurance Occupancy & Facilities (Office Space Assistants Lincoln Lease Computer CRM Redtail, E-Bix, Skience by Salesforce LaserApp Form Filling Software In-Touch TM Amount $250/mo. (waived for first year) $100/month Paid annually by planner (see last page of Broker s Contract) Discuss with Paul Saganey (Optional)All Costs passed directly to planner Varies based on hardware selected. Contact Ken Buteau, Field Office Technician (Optional) Discounted prices: CRM assessment available with access to LFAPlanner.com No Charge (Optional) Contact Jill Anderson or Becca Zophin for costs associated with this program. CRN
Grow Your Practice with
Grow Your Practice with Integrated Financial Partners The Integrated Financial PLANNER Integrated Financial Partners, Inc. is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors
More informationFREQUENTLY ASKED QUESTIONS
FORESTERS EQUITY SERVICES, INC. FREQUENTLY ASKED QUESTIONS Finding a new broker-dealer that fits your needs can be a daunting task. The questions in this document were designed to assist you in making
More informationSECTION 3: GENERAL OFFICE PROCEDURES
SECTION 3: GENERAL OFFICE PROCEDURES OFFICE SCHEDULE 1. The office hours for administrative offices are 8:00am to 5:00pm, Monday through Friday. Employees are permitted one hour for lunch as approved by
More informationNotes on the New Settlement Sheets
Notes on the New Settlement Sheets The new GFE and HUD-1 forms are required after January 1, 2010. Settlements after January 1, 2010 with the old GFE are done on the old HUD-1. Settlements before January
More informationIndividual Retirement Account (IRA) Request for Distributions Form
Individual Retirement Account () Request for Distributions Form ederated Complete this form to request a one time or systematic distribution from your. This form may also be used to convert your Traditional
More informationSIMPLE IRA for Employees
SIMPLE IRA for Employees State Street Bank and Trust Company SIMPLE Individual Retirement Custodial Account Employee Instructions for Opening Your SIMPLE IRA IMPORTANT: These Instructions and the forms
More informationBusiness Card and Letterhead Guidelines
Business Card and Letterhead Guidelines The following pages include sample business cards and letterhead that cover most office scenarios for independent registered representatives. You may design the
More informationAs part of Alliance Data s ongoing efforts to continuously improve quality, efficiency, and service, we
Dear Valued Alliance Data Supplier, Re: Alliance Data is introducing e-invoicing As part of Alliance Data s ongoing efforts to continuously improve quality, efficiency, and service, we are transitioning
More informationThe Solution That Streamlines Your Entire Outgoing Mail Process
The olution That treamlines Your Entire Outgoing Mail Process COMPREHENIVE TECHNOLOGY THAT REDUCE YOUR COT AND INCREAE PRODUCTIVITY Clear, accurate and professional communications with customers, suppliers
More informationDiscount Guidelines for Disability Insurance
Standard Insurance Company Individual Disability Insurance PO Box 711 Portland, OR 97207-0711 Association and Resident/Hospital Program Discount Guidelines for Disability Insurance The association discount
More informationStay. connected protected. with the AB Service Agreement. AdvancedBionics.com
Stay connected protected with the AB Service Agreement AdvancedBionics.com Stay connected protected with the AB Service Agreement As your partner in hearing, Advanced Bionics wants to help you to avoid
More informationImplementing A Workers Compensation Program
Implementing A Workers Compensation Program For Your Local Association Provided by Educators Insurance Agency, Inc. Insurance@1EIA.com 888.908.6822 Contents 1. MTA Letter to Local Presidents and Treasurers
More informationOFFICE SUPPLY EXPENDITURES BUSINESSES
Incur Annually 2013 Research Report Table of Contents Office Supply Expenditures Businesses Incur Annually Research Report 1 Summary 3 Introduction 4 Company s Expenditures Overview 5-6 Employee Evaluation
More informationMark Phillips & Associates 19712 MacArthur Blvd., Suite 225 Irvine CA 92612 (949) 333-6394. Interview Questions and Answers as of January 2013
Mark Phillips & Associates 19712 MacArthur Blvd., Suite 225 Irvine CA 92612 (949) 333-6394 Interview Questions and Answers as of January 2013 Do you have experience in providing advice on the following
More informationOver $1,700 in total value and savings! TABIA Business and Personal Banking Program
Over $1,700 in total value and savings! TABIA Business and Personal Banking Program July 27, 2012 Program Overview RBC Royal Bank is pleased to provide TABIA members with a special banking program for
More informationConcordius Capital Holdings, Inc. Registered Investment Advisor Acquisition Program
Concordius Capital Holdings, Inc. Registered Investment Advisor Acquisition Program Concordius Capital Holdings, Inc. (CCH) is a Florida corporation founded by professionals with over 50 years of collective
More informationWebsite Address: www.ag.ny.gov Click on Investors (212) 416-8222 BROKER-DEALER AND SECURITIES REGISTRATION INFORMATION SHEET*
Page 1 of 5 Revised 8/01 I. ISSUERS OF SECURITIES* Website Address: www.ag.ny.gov Click on Investors (212) 416-8222 BROKER-DEALER AND SECURITIES REGISTRATION INFORMATION SHEET* Statutory Authority General
More informationbroker Compensation Guide
BROKER COMPENSATION broker Compensation Guide individual disability Insurance F o r p r o d u c e r u s e o n l y. N o t f o r u s e w i t h t h e g e n e r a l p u b l i c. Sell Premier DI Products &
More informationMail 101. What s new with the Postal Service? 4/9/12. Department Mail CLASS OBJECTIVES:
Mail 101 CLASS OBJECTIVES: USPS financial situation and the impact it will have Your departments address and how it impacts your mail delivery USPS Classifications explained A review of your choices regarding
More informationMonthly Earnings Allowance
BUSINESS ACCOUNT FEE SCHEDULE The Fee Schedule is part of your Account Agreement. For all accounts but Certificates of Deposit, there is no minimum balance to open. Refer to the Account Disclosures and
More informationincome tax Products 608-310-4300 OrderDept@ezop.com www.ezop.com High-quality Client Income Tax Products
income tax Products High-quality Client Income Tax Products Federal Income Tax Envelopes federal tax return envelopes Official envelopes for federal filing tax returns with the IRS Addresses and processing
More informationApplication for graduate ADMISSION
Application for graduate ADMISSION GRADUATE APPLICATION PROCEDURE AT EMORY & HENRY college 1. Complete this application packet (typed or neatly printed in ink) and sign it. Send the forms along with the
More informationIRA Distribution Request
LEGG MASON FUNDS 1 IRA Distribution Request Use this form to request a one-time or systematic distribution from your Legg Mason Funds Traditional, SEP-IRA, Roth IRA or SIMPLE IRA. This form cannot be used
More informationContents. Mail Innovation. You want more from your mail. Better Value. To save you money. New improved indicia. Make your mail look better
Contents Mail Innovation Better Value Make your mail look better New products Next steps You want more from your mail To save you money New improved indicia Pre-paid reply and updated Business Mail Advanced
More informationTutor Travel and Expense Claim Policy
Athabasca University Procedures Tutor Travel and Expense Claim Procedures Policy Sponsor: Name of Parent Policy: Policy Contact: Procedure Contact: Vice President, Finance and Administration Tutor Travel
More informationFrequently Asked Questions
Frequently Asked Questions General: 1. What is State Sponsored Life Insurance (SSLI)? The Wisconsin National Guard has been offering group term life insurance since 1979. This program is administered by
More informationLICENSING & TRANSITION GUIDE
LICENSING & TRANSITION GUIDE A successful transition begins with a great plan. WE RE HERE TO HELP Tracy Williams Tracy@ccsmadison.com Vice President FinOp Licensing & Transition Compensation Agreements
More informationBulk Mail Instructions
1 Bulk Mail Instructions Presorted Standard Mail Presorted Standard Mail usually consists of sales flyers, form letters, or other printed pieces that are generally identical in content. Each piece must
More informationCMA Affinity Program Offers
CMA Affinity Program Offers Union Bank is proud to partner with the California Medical Association to serve the unique financial needs of your practice, your staff, and yourself. We approach our customer
More informationRevised on March 2, 2015 SUPPORT VS. TRAINING
Technical Support vs. Training From time to time, questions arise about whether or not a particular request is covered under a technical support agreement, or if the issue is one requiring training. This
More informationINDIVIDUAL RETIREMENT ACCOUNT (IRA) REQUEST FOR DISTRIBUTIONS
INDIVIDUAL RETIREMENT ACCOUNT (IRA) REQUEST FOR DISTRIBUTIONS Complete the IRA Request for Distributions Form to request a one time or systematic distribution from your IRA. If you have any questions regarding
More informationState Employees and Teachers
State Employees and Teachers Supplemental Life Insurance Program Offered by F0272 0414 Not Affiliated with the Government Needs Analysis Survivor s Income Life Insurance How well will you live when you
More information8.0.0.0.0 Accounts Receivable. I. Overview Definitions and Abbreviations. Equipment and Supplies Required
8.0.0.0.0 Accounts Receivable I. Overview Definitions and Abbreviations Equipment and Supplies Required Page 1 of 36 Revised October 2015 Version 4 II. Job Position(s) Accounts Receivable Clerk Page 2
More informationAlways In Control. IRVING 24 Card
IRVING 24 Card Always In Control Complete North American fueling coverage FuelGenius Irving s fast, safe and flexible online fleet management tool 24-hour customer care support For Managers of Large Truck
More informationShipping, Receiving, and Mail Services Procedure
Shipping, Receiving, and Mail Services Procedure Procedure Number Effective Date 5.1.3P TBD 1.0 PURPOSE The functions of Mail Services include receiving, processing, and delivering incoming, outgoing,
More informationOptimizing expense management with digital receipt filing
Infor FMS Optimizing expense management with digital receipt filing Table of contents Introduction...3 Paper receipts affect the bottom line...3 Digital receipt filing process...4 Best practices for digital
More informationDOMINI SOCIAL INVESTMENTS INDIVIDUAL RETIREMENT ACCOUNT (IRA) DISTRIBUTION REQUEST FORM
DOMINI SOCIAL INVESTMENTS INDIVIDUAL RETIREMENT ACCOUNT (IRA) DISTRIBUTION REQUEST FORM This form is not intended for required minimum distributions, trustee to trustee transfers, recharacterizations,
More informationDear Valued AllianceData Supplier, Re: AllianceData is introducing e-invoicing
Dear Valued AllianceData Supplier, Re: AllianceData is introducing e-invoicing Alliance Data has implemented an electronic invoicing (e-invoicing) program which you will soon be using to submit invoices.
More informationIndependence. Expertise. Leverage.
A guide to joining the Lincoln Financial Network Independence. The freedom to run your practice Expertise. The industry s recognized financial planning professional Leverage. The leverage of Lincoln Financial
More information800.325.2265 stbank.com. Annual Percentage Yield
800.325.2265 stbank.com S&T Bank Deposit Rates (Effective February 3, 2016 through February 9, 2016) Growth/Income CD Time Deposits Available for amounts up to $500,000 Opening Balance (Please see Footnote
More informationCITY OF MARTINSVILLE REQUEST FOR PROPOSALS UTILITY BILL PRINTING & MAILING SERVICES SEPTEMBER 22, 2015
CITY OF MARTINSVILLE REQUEST FOR PROPOSALS UTILITY BILL PRINTING & MAILING SERVICES SEPTEMBER 22, 2015 The City of Martinsville is seeking proposals from qualified contractors to provide Bill Printing
More informationBridging Compensation Plan. 2015 Program. Group, Voluntary & Worksite Benefits
Bridging Compensation Plan 2015 Program Group, Voluntary & Worksite Benefits OVERVIEW MetLife is pleased to present the 2015 Bridging Compensation Plan. The program allows brokers to earn Bridging Compensation
More informationGetting to know your Account the basics
This Deposit Account Disclosure and Bank Fee Schedule and the Deposit Account Agreement for Personal and Business Accounts ( Agreement ) are part of the Deposit Account Agreement that governs your Account
More informationMarketing Menu of Services
Na p l e s Executive Suites Marketing Menu of Services 1 HOUR FREE CONSULTATION WITH OUR MARKETING DEPARTMENT We will assess your needs and provide a custom quote. Call (239) 325-5000 for an appointment
More informationConsumer Deposits Products Disclosure
Private Banking Consumer Deposits Products Disclosure Table of Contents General Private Banking PMA Package PMA Private Banking Interest Checking PMA Money Market Checking 5 Private Banking Consumer Checking
More informationFrequently Asked Questions (Abbreviated)
e Frequently Asked Questions (Abbreviated) Member FINRA, SIPC 582 Market Street, Suite 300 San Francisco, CA 94104 (415) 692-0050 1 of 6 Background When and how do I need to be registered with FINRA? If
More informationA Review of Specialty Benefit Solutions
Specialty Benefit Solutions SM Big company benefits for small businesses Big company benefits without the big price A simplified approach to specialty benefits Do your small business clients wish they
More informationVA Allowable Closing Costs
VA Allowable Closing Costs VA limits the closing costs that the veteran can pay to obtain a home loan. Strict adherence to the limitations on borrower paid fees and charges is required on all VA loans.
More informationVIA ELECTRONIC MAIL. April 17, 2014. Elizabeth M. Murphy Secretary Securities and Exchange Commission 100 F Street, NE Washington, DC 20549-1090
VIA ELECTRONIC MAIL Elizabeth M. Murphy Secretary Securities and Exchange Commission 100 F Street, NE Washington, DC 20549-1090 RE: File Number SR-FINRA-2014-010 Dear Ms. Murphy: In its Proposed Rule Change
More informationOFFICE OF INTERNATIONAL PROGRAMS EXCHANGE STUDENTS 2013-2014 FINANCIAL CERTIFICATION
PART I: PERSONAL INFORMATION Family/Last Name: First/Given Name: Middle/Other Name: Permanent address in home country: Street: City: Postal Code: Country: U.S. address: Street: City: State: Zip: Date of
More informationHealth Care Interpreter Scholarship for Qualification and Certification
OFFICE OF THE DIRECTOR Health Care Interpreter Scholarship for Qualification and Certification Application Cover Form Scholarships are awarded to Oregon residents or those who can provide verification
More informationFleet Services Card Application
Fleet Services Card Application Apply Today! mail application to: Fleet Services P.O. Box 639 Portland, ME 04104-9814 or call: 1-800-841-1426 Cost Savings! Save up to 3 per gallon when you fu el at GetGo
More informationKEAN UNIVERSITY DUAL DEGREE PROGRAM APPLICATION FOR OCCUPATIONAL THERAPY FOR ADMISSION SEPTEMBER 2016
KEAN UNIVERSITY DUAL DEGREE PROGRAM APPLICATION FOR OCCUPATIONAL THERAPY FOR ADMISSION SEPTEMBER 2016 In order to be considered for admission into the dual degree program, you must meet the requirements
More informationSUBORDINATION REQUIREMENTS
SUBORDINATION REQUIREMENTS KEY ITEMS 1. Green Tree account must be current as of due date. Grace Periods do not apply. 2. All late payments, late fees, legal fees and miscellaneous fees must be paid. 3.
More informationFundamentals of Selecting the Right Advisor
5 Fundamentals of Selecting the Right Advisor The The 5 Fundamentals of Selecting the Right Advisor Selecting the right advisor can be a defining step toward achieving your financial goals. A quality advisor
More informationNATA Air Charter Summit STATE TAXES
NATA Air Charter Summit STATE TAXES Nel Stubbs, Conklin & de Decker 2920 E. Mohawk Lane, #114 * Phoenix, AZ 85050 (602) 404-1854 nel@conklindd.com 6/10/2010 1 State Taxes Why is there so much confusion
More informationComplete mailroom management solutions
Complete mailroom management solutions Making the SMARTER choice Why is Frama the SMARTER choice? Frama (UK) Ltd, the smallest but fastest growing Royal Mail approved franking machine manufacturer and
More informationIRA DISTRIBUTION REQUEST
IRA DISTRIBUTION REQUEST Additional Copies or Assistance If you need additional copies of this application, or would like assistance completing it, please call Nuveen Investments at 800.257.8787 or go
More informationWelcome to OptumRx Your Prescription Benefit Program
Welcome to OptumRx Your Prescription Benefit Program OptumRx offers you more ways to improve your health, while keeping medications more affordable and accessible. Welcome to OptumRx OptumRx manages your
More informationExtended Warranty Plan. Policy and Procedures for Authorized Toshiba Dealers
Extended Warranty Plan Policy and Procedures for Authorized Toshiba Dealers Overview: The Value Plus Extended Warranty Plan extends Toshiba s standard hardware warranty coverage to protect your customer
More informationING MAP Select SM Comparison of Unbundled Service Models
ING MAP Select SM Comparison of Unbundled Service Models Description of Customer Service Model Combination of ING and TPA with TPA providing plan-related services Combination of ING and TPA with ING providing
More information2015 AEP WELLPOINT BRANDS MEDICARE PRODUCT CATALOG 9.8.2014. 888-411-3111 or send an email to. websupport@direct-pt.com
WELLPOINT BRANDS MEDICARE PRODUCT CATALOG 2015 AEP 9.8.2014 For order assistance and web support, call 888-411-3111 or send an email to websupport@direct-pt.com EDUCATIONAL EVENTS 8.5 x 11 FLYER - AVAILABLE
More informationVHA PROSTHETIC CLINICAL MANAGEMENT PROGRAM (PCMP) SUPPLEMENTAL GUIDELINES FOR THE PROVISION OF LOCAL SERVICES FOR COMPUTERS, PERIPHERALS AND SOFTWARE
ATTACHMENT VHA PROSTHETIC CLINICAL MANAGEMENT PROGRAM (PCMP) SUPPLEMENTAL GUIDELINES FOR THE PROVISION OF LOCAL SERVICES FOR COMPUTERS, PERIPHERALS AND SOFTWARE As part of the process of developing a comprehensive
More informationNJBOS Instruction 4 INSTRUCTIONS FOR INVESTMENT ADVISERS AND INVESTMENT ADVISER REPRESENTATIVES
NJBOS Instruction 4 INSTRUCTIONS FOR INVESTMENT ADVISERS AND INVESTMENT ADVISER REPRESENTATIVES \. TABLE OF CONTENTS I. Who Must Register with the New Jersey Bureau of Securities 1 A. Investment Advisers
More informationGroup Term Life Insurance
Professional Pilot & Spouse Group Term Life Insurance No exclusions except suicide which is removed as an exclusion after two years of new coverage or increased coverage. Up to $150,000 in coverage available
More informationLeverage Lincoln Financial Network. Make the move to independence. Your business. Our network.
Leverage Lincoln Financial Network Make the move to independence. Your business. Our network. It s your move You are a successful financial advisor. You ve built your practice on your strong reputation,
More informationCost Allocations. KLR Not-for-Profit Services Group October 2012
Cost Allocations KLR Not-for-Profit Services Group October 2012 www.kahnlitwin.com Boston Newport Providence Waltham 888-KLR-8557 TrustedAdvisors@KahnLitwin.com Functional Classification of Expenses General
More informationINSTRUCTIONS FOR LEASING/RENTAL MOTOR VEHICLE LICENSE
NEW Application: STATE OF RHODE ISLAND AND PROVIDENCE PLANTATIONS DIVISION OF MOTOR VEHICLES DEALERS' LICENSE AND REGULATION OFFICE 600 New London Avenue Cranston, RI 02920-3024 INSTRUCTIONS FOR LEASING/RENTAL
More informationAllstate Indemnity Company Important Notice
Allstate Indemnity Company Important Notice Special Notice to Minnesota Auto Insureds The following surcharge information effective as of 8/2/2010 is provided to help you better understand your auto insurance
More informationEmployer Application for Small Business
General Information Group s Legal Name Group Name to appear on ID card (maximum 30 characters) (DO NOT STAPLE) Employer Application for Small Business To avoid processing delays, please make sure you:
More information2014 Outline of Medicare Supplement Coverage Cover Page (1 of 2) Plans A, F & N
Anthem Blue Cross and Blue Shield Virginia Administrative Office: P.O. Box 27401, Richmond, VA 23279-7401 Toll Free Telephone Number: 1-800-916-2583 Benefit Chart of Medicare Supplement Plans Sold for
More informationChecks and Forms 101. AccountEdge Pro. AccountEdge Network Edition. AccountEdge Pro for Windows
Checks and Forms 101 AccountEdge Pro AccountEdge Network Edition AccountEdge Pro for Windows Your forms reflect who you are The forms you produce are your company s image in the eyes of your customers
More informationGeneral Services Administration Federal Supply Service Authorized Federal Supply Schedule Price List
12701 Fair Lakes Circle, Suite 101 Fairfax, VA 22033 Phone 703-591-4855 Fax 703-591-4857 General Services Administration Federal Supply Service Authorized Federal Supply Schedule Price List Mission Oriented
More informationCORE Warrant Guide. September 2014
CORE Warrant Guide September 2014 Overview IDS has put together this CORE Warrant Guide and Tool to help you through each individual CORE warrant process, including specific contact information and a list
More informationACCOUNT APPLICATION P. O. BOX 701 Milwaukee WI 53201 800.421.4184 Fax 855.394.8958 www.eagleasset.com
ACCOUNT APPLICATION P. O. BOX 701 Milwaukee WI 53201 800.421.4184 Fax 855.394.8958 www.eagleasset.com IMPORTANT: YOU MUST COMPLETE ALL 5 PAGES AND ALL OWNERS MUST SIGN THIS APPLICATION. IF YOU ARE UPDATING
More informationTHE INTELLIGENT APPROACH TO PRINT AND MAIL PRODUCTION
THE INTELLIGENT APPROACH TO PRINT AND MAIL PRODUCTION The Intelligent Approach to an Efficient Mailstream The mailstream is immense, diverse, rapidly changing and essential to world-class customer communication
More informationConsumer Pricing Information
Consumer Pricing Information Checking Package Options Minimum Opening Deposit Requirement to Waive ACCOUNT INFMATION 1. U.S. Bank Packages Prior to August 12, 2013: To maintain Package benefits, a Silver,
More informationCafeteria Flexible Spending Account (with or without Premium Conversion) 10/27/2015 Checklist/Transmittal Form
Checklist completed by (Ext. ) If unavailable, contact (Ext. ) Telephone No. ( ) Shipping Address: Check if new address Firm Address (no P.O. Box) City State Zip County SunGard Account No. Type of Firm:
More informationUnderstanding the 2014
Understanding the 2014 U.S. Postal Service Price Change At least once per year, the U.S. Postal Service (USPS ) changes rates across their various mail classes and extra services. This document will help
More informationWebsite Address: www.ag.ny.gov Click on Investor Protection Bureau (212) 416-8222 BROKER-DEALER AND SECURITIES REGISTRATION INFORMATION SHEET*
Revised 7/15 Website Address: www.ag.ny.gov Click on Investor Protection Bureau (212) 416-8222 BROKER-DEALER AND SECURITIES REGISTRATION INFORMATION SHEET* Statutory Authority General Business Law ( GBL
More informationMaking Your Medicare Reimbursements Easier
Making Your Medicare Reimbursements Easier Back in the fall, you enrolled in a medical insurance plan and probably a prescription drug coverage plan through the Extend Health Medicare Exchange. Now that
More informationApogee ProCare Extended Warranty Agreement and Plan - US Residents Only. Apogee ProCare Apogee s Extended Support and Warranty Plan
Apogee ProCare Apogee s Extended Support and Warranty Plan Terms and Conditions Your Apogee ProCare Extended Support and Warranty Plan for the product(s) listed with your Authorization Code, is governed
More informationNEW YORK PREVAILING INTEREST RATE COMMITMENT
NEW YORK PREVAILING INTEREST RATE COMMITMENT THE USE OF THIS FORM IS OPTIONAL. If you use this form properly without alteration, you may assume that you are in compliance with New York State Department
More informationSEP-IRA New Account Application ederated
SEP-IRA New Account Application ederated The USA PATRIOT Act requires Federated to obtain, verify, and record information that identifies each person who opens an account. Failure to provide required information
More informationHow To Apply For A Graduate Assistantship In Child, Youth And Family Studies
GRADUATE ASSISTANTSHIP APPLICATION Department of Child, Youth and Family Studies Due: February 1, 2014 for 2014-2015 academic year This form is required to complete the application process for admittance
More informationVeterans Frequently Asked Questions Post 9/11 GI Bill
Veterans Frequently Asked Questions Post 9/11 GI Bill 1. Will Excelsior College wait for the Post 9/11 payment from the VA and allow the Veteran to start classes? Yes, payments for tuition and fees will
More informationAXA Advisors, LLC. a world of people a world of opportunity
AXA Advisors, LLC a world of people a world of opportunity our mission AXA Advisors mission is to attract, select, place and promote individuals based on their qualifications a philosophy that has always
More informationFrom Manuscript to Printed Book: A Production Guide for Champlain Society Editors. Donald W. McLeod 1
From Manuscript to Printed Book: A Production Guide for Champlain Society Editors Donald W. McLeod 1 This is an outline of editing, style, and production procedures and schedules for volumes published
More informationLincoln Special Exchange Program
Lincoln Special Exchange Program External term to perm Make the switch to affordable guaranteed protection If your clients want more than what their term policies offer, now s a great time to step up to
More informationRequest for Proposals Erate Category 1 Hosted VoIP Service Hinds County School District
Request for Proposals Erate Category 1 Hosted VoIP Service Hinds County School District Notice to Bidders Notice is hereby given to interested bidders that the Hinds County School District will receive
More informationINSTITUTIONAL FUND CLASS I SHARES NEW ACCOUNT APPLICATION
INSTITUTIONAL FUND CLASS I SHARES NEW ACCOUNT APPLICATION (Please Print in Black Ink) For assistance in completing this application, please call your financial advisor or a Virtus Mutual Fund Services
More informationIndividual Retirement Account (IRA) New Account Application
Individual Retirement Account (IRA) New Account Application ederated The USA PATRIOT Act requires the Funds to obtain, verify, and record information that identifies each person who opens an account. Failure
More informationPRECIOUS METALS IRA HOW TO GET STARTED
PRECIOUS METALS IRA HOW TO GET STARTED Sterling Trust, a division of Equity Trust Company, is a national leader among IRA custodians that hold precious metals in IRA accounts. In fact, as an industry leader,
More informationMetLife Broker Compensation Program
MetLife Broker Compensation Program 1 GROUP BENEFITS Base Compensation Plan At MetLife, we are dedicated to building long-term relationships with brokers. 1 We are making it easier to do business with
More informationGeneral Agent Supplemental Compensation Plan. Group Voluntary & Worksite Benefits. 2014 Program
General Agent Supplemental Compensation Plan Group Voluntary & Worksite Benefits 2014 Program Introduction With our unmatched expertise across a wide range of employee benefits, MetLife can help you tailor
More informationSignature Advantage Checking. $25,000 or more None $24,999.99 or less $25.00
Minimum Daily Total Deposit Balance Signature Advantage Checking $25,000 or more None $24,999.99 or less $25.00 - Minimum Opening Deposit: $00 - Minimum Total Deposit Balance: The sum of balances in the
More informationTable of Contents. 18.01.65 - Rules for the Surplus Line Brokers
Table of Contents 18.01.65 - Rules for the Surplus Line Brokers 000. Legal Authority.... 2 001. Title And Scope.... 2 002. Written Interpretations.... 2 003. Administrative Appeals.... 2 004. -- 010. (Reserved)...
More informationIndependence. Expertise. Leverage.
A guide to joining the Lincoln Financial Network Independence. The freedom to run your practice Expertise. The industry s recognized financial planning organization Leverage. The leverage of Lincoln Financial
More informationCCTM: The Measure of Community Transit Excellence
CCTM: The Measure of Community Transit Excellence The best community transportation managers in the country have the initials CCTM after their name. They have proven their excellence by becoming recognized
More informationFrequently Asked Questions
Frequently Asked Questions How to Become a Member of The NASDAQ Stock Market I. FINRA members II. Firms that are members of another SRO III. Fees IV. FINRA Members that do not want to become NASDAQ members
More information