What type of account will you be opening? (an application will be included for each selection)
Individual/UTMA/UGMA	Corporation
Retirement Account (Traditional, Rollover, Roth, SEP)	Estate Administrator
Simple IRA - Employee	Joint
Simple IRA - Employer	Limited Liability Company
Non-Prototype Retirement Plan	Partnership
HSA	Sole Proprietorship
CollegeAmerica 529 Plan Application	Trust
Fidelity Advisor 529 Plan Application	BlackRock (OH) 529 Plan Application
None - Need form for existing account	529 Plan Application
	Mutual Fund Advantage
Will you be transferring any assets? Yes No
Select the necessary service forms:
National Financial	Internal (Sunbelt Securities)
Cash Management Premier Checkwriting	Account Closing
Cash Management Select Checkwriting	IRA One Time Distribution Instructions
Cash Management Checkwriting Delegation	Address Change Request
Brokerage Earnings Withdrawal Request	Checklist for Opening New Accounts
Householding	Universal Cashiering Form
Margin Application	Limited Trading Authority
Periodic Withdrawal Request	Operations Request
Options Request	Affidavit of Domicile
Standing Payment Instructions	Stock Bond Power
Power of Attorney
Universal Periodic Investments
E-Notification Form
Trusted Contact Authorization
Supplemental TOD
Retirement Account Specific Service Forms:
IRA/HSA Beneficiary Designation	IRA Advisory Fee Form
Universal Periodic Investments	Roth IRA Conversion
IRA Periodic Distribution	IRA Asset Movement Authorization
IRA One-Time Distribution	IRA Standing Payment Instructions
Periodic Distribution Withholding Change	IRA Substantially Equal Payments 72T
IRA Earnings Distribution	IRA Recharacterization Request
IRA Transfer Request for Spousal Beneficiary	RMD Calculation
IRA Annual Maintenance Fee Payment Instructions	IRA One-Time Charitable Distribution Form
Fiduciary IRA Certification	529 Beneficiary Update
HSA One-Time Distribution Form
Compliance Forms:
Change of Broker/Dealer	Monthly Compliance Checklist
Annuities 1035 Exchange Acknowledgement	Customer Profile
Annuities Acknowledgement	Risk Tolerance Questionnaire
Direct Business Trade Ticket	Annuities Information
Advertising - Communications with the Public	Mutual Fund and UIT Acknowledgement
Municipal Bond Customer Acknowledgement	529 Plan Acknowledgement
Mutual Fund Switch Form	Mutual Fund - Class C Disclosure Form
Rollover Information Form
Alternative Investment Forms:
Alternative Investments Qualification Questionnaire
Alternative Investments Disclosure (Combined)	Request for Alternative Investment Transaction
Alternative Investment Disclosure Form - Addendum A	Alternative Investment Addendum and Custody Agreement
Managed Account Forms:
Sunbelt Form ADV, Part 2A Brochure	Sunbelt Investment Advisory Agreement
Sunbelt Form ADV, Part 2A, Appendix 1, Wrap Fee Program Brochure	Sub-Advisor Agreement
Financial Planning Forms:
Financial Planning Agreement	Financial Plan Delivery Acknowledgement
Termination of Financial Planning Agreement	Financial Planning Payment of Services