Forms

FORM OPTIONS

Use this form to change the beneficiary designation on an existing IRA, Roth IRA, SIMPLE IRA or 403(b)(7) Retirement Account

Move Money ACH

Use this form to have LPL Financial credit and/or debit your bank checking or savings account throught the Automated Clearing House (ACH) system.

IRA distribution

Use this form to request a withdrawal from an LPL Financial LLC individual retirement account.

Contact Us
Legacy Wealth Planning
10599 Double R Blvd
Reno, Nevada 89521

Securities, asset management, and financial planning offered through LPL Financial, a Registered Investment Advisor FINRA / SIPC
© 2011 Legacy Wealth Planning, LLC, 10599 Double R Boulevard, Reno, Nevada 89521

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with persons residing in states where we are currently registered. We are registered in the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wyoming.