Test - Financial Planner Huntersville NC

Take a look at the form.

In the Employment Status section, if you choose Employed, Self-Employed or Retired, the Employer fields appear. Otherwise, they are hidden.

I created the dropdowns for Other Investments, Liquid Net Worth and Net Worth. I could not add the actual values in the dropdowns because the pdf you sent me with the highlights did not have working dropdowns. Just send me the values that should be in those dropdowns and I will add them.

The beneficiary and contingent beneficiary sections. Jot forms will allow us to show the fields for one beneficiary with a button to “add additional” if there’s more than one. This will keep the form cleaner and shorter. Since gravity forms doesn’t have this, I just put placeholder fields on this form. Those “configurable lists (https://www.jotform.com/widgets/configurable-list) need to be created after teh conversion is done from gravity forms being used here to jot forms.

MBWA IRA Application (1)

Corrected multi-page IRA form with accurate field types.

Step 1 of 5

PRIMARY OWNER INFORMATION
Tax Status*
Full Name*
Social Security Number*
Date of Birth*
Email*
Legal Address*
Street Address Address Line 2 City State ZIP Code
Home Phone*
Cell Phone*
Mother's Maiden Name*
Government ID*
Gov’t ID Type*
Gov’t ID Number*
Gov’t ID Issue Date*
Gov’t ID Expiration*
Place of Issue (State)*

Employment
Employment Status*
Employer Name*
Employer Address*
Street Address Address Line 2 City State ZIP Code
Employer Phone*
Occupation Description*
Account Purpose and Nature*
Business Nature*
Position*
Annual Income*
High Risk Indicators*
Rule 144 Insider*
Rule 144: Ticker/CUSIP/Name*
FINRA Insider*
Other FINRA Firm*

Beneficiaries
Name one or more beneficiaries (individual, trust, estate, or organization). If none are valid, default rules apply. Shares must total 100%, or they'll be split equally. Minors need a custodian. Spouse must consent if you live in a community property state and name someone else.
Primary Beneficiaries
Contingent Beneficiaries
Beneficiary Per Stirpes Designation
You have elected the primary beneficiaries shares in this IRA per stirpes.*
- Yes
- No
You have elected the contingent beneficiaries shares in this IRA per stirpes.*
- Yes
- No
Per stirpes is a method of distributing the assets should a beneficiary predecease you. This designation is optional; you are not required to make this election. A per stirpes designation means that if a beneficiary named on this enrollment form dies before you, upon your death, the predeceased beneficiary's share will pass to his or her descendants. For example, you name 2 Primary Beneficiaries, Beneficiary A and Beneficiary B, and they are to share equally the assets of the account. Both beneficiaries have 2 children. If you make a per stirpes designation and both beneficiaries survive you, 50% will be paid to Beneficiary A and 50% will be paid to Beneficiary B. If Beneficiary A survives you but Beneficiary B predeceases you, upon your death 50% is paid to Beneficiary A and the other 50% that would normally be paid to Beneficiary B will be divided equally and paid to the two children of Beneficiary B. To make this election, you must designate a "Personal Representative" or a "role." A "role" is an individual serving in a specific capacity such as an Executor or Trustee. Upon your death, the IRA Custodian will rely on the instructions provided by this individual for proper distribution instructions. This is a simplified example of per stirpes. It is important that you have a full understanding of your election. Check with your tax or legal advisor if you feel you need more information.

MBWA IRA Application (1)

Step 1 of 5

PRIMARY OWNER INFORMATION

Employment

Investments and Objectives

Tax, Time and Liquidity

Beneficiaries