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Forms: IIG Client Services

Because of the number of forms listed, please click on the category you are looking for to find your form. If you have more current information you would like to share, or if you don't see the information you were looking for, please contact us and let us know how we can help.
 
 
1 Tax Forms
  IRS official forms.
   
2 SRA's
 

Salary Reduction Agreement forms for contributing to your Tax Sheltered Annuity.
   
3 Loan Applications
  Loan request forms from select companies.
   
4 Service Forms
  Requests for non-financial service to your accounts. (Name, Address, Beneficiary Change, etc.)
   
5 VSR Forms
  Forms used by our Broker/Dealer to process your transaction requests.
 
 
 
6 Life Forms
  Forms related to life insurance
   
7 Account Applications
  For 403(b), 403(b)7, IRA, 457 and other accounts
 
8 Estate Planning Forms & Info
   
 
 

Securities and advisory services offered through VSR Financial Services, Inc. a Registered Investment Adviser and Member FINRA/SIPC.
VSR Financial Services, Inc.does not provide Tax or Legal Services.
Financial Plans offered through Integrated Investment Group, Inc. IIG, Inc. is independent of VSR Financial Services.
IIG and VSR are independent of Colorado PERA.
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