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Frequently Used Forms

ACAT – Account Transfer Form
ACH Authorization
Corestone Application: Used for check-writing
EasyPay Application
IRA Adoption Agreement (Traditional)
IRA Distribution Request
SelectLink Application: Used to consolidate statements

Contact

Prime Wealth Partners

Office: 866-858-8680

Toll-Free: 866-858-8680

Fax: 347-514-9006

331 Newman Springs Road

Suite 320, Building 3, Floor 2

Red Bank, NJ 07701

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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*Securities, insurance, and advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC. Additional insurance services offered through Kennedy Crossan are independent of Osaic Wealth, Inc. Prime Wealth Partners is not affiliated with Osaic Wealth, Inc., or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, KY, MA, MD, ME, MN, MT, NC, NJ, NY, OH, PA, SD, TX, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

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For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.