Existing client forms can be used to open additional account for current signers (ie. Individual, joint, IRA where both clients have signed our agreement) -- they cannot be used for entities if the entity does not have a current account with us.

• WBI Client Disclosure Packet (to be given to client upon solicitation)
• Existing Client (replicate an existing registration)
• Existing Client Individual Account Packet
• Existing Client Inherited IRA Account Packet
• Existing Client Joint Community Property Account Packet
• Existing Joint Rights of Survivorship Account Packet
• Existing Client Joint Tenants in Common Account Packet
• Existing Client Roth IRA Account Packet
• Existing Client SEP IRA Account Packet (need form 5305 also)
• Existing Client Simple IRA Account Packet
• Existing Client Traditional IRA Account Packet