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Forms & Documents


Forms and Applications
  • IRA Beneficiary Change Form
    Use this form to change beneficiary information on an IRA account. Complete and mail to Applegate Investment Management.
  • Change of Address Form
    Use this form to change the address of record on an account. Complete and mail to Applegate Investment Management.
  • IRA Distribution Form
    Use this form to request a distribution from an IRA account. Complete and mail to Applegate Investment Management.

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