BestVest Investments, Ltd. - Investment Brokerage Services

Please select one of the following document types to view or download the desired PDF.

New Account Opening Documents
IRA and Retirement Plan Documents
Health Savings Account

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New Account Opening Documents

You can view or download the following PDF formatted documents, which are required for opening new accounts. To determine which form may be right for your situation, please contact the BestVest Investments New Accounts department at (800) 434-1776.

New Account Applications and Documents
	Securities Account Agreement	Client agreement form - all fields must be completed. The completed form must be faxed to BVI's New Accounts department at 610-891-9706 immediately. An original of the form must be signed and returned to BVI New Accounts department within 3 days of account opening.
	Securities Account Agreement with FDIC Disclosures	Client agreement form with FDIC Disclosures - all fields must be completed. The completed form must be faxed to BVI's New Accounts department at 610-891-9706 immediately. An original of the form must be signed and returned to BVI New Accounts department within 3 days of account opening.
	Associated Client Form	Required to be completed if there are more than two associated clients on an account.

IRA and Retirement Plan Documents

You can view or download the following PDF formatted documents, which are required for opening an Individual Retirement Account or Qualified Retirement Plan. To determine which plan may be right for your situation, please contact your Investment Executive or call 1-800-434-1776.

Individual Retirement Accounts (IRA) - For Traditional, Roth, Rollover and SEP IRAs
	Complete IRA Booklet	A Traditional IRA is a personal retirement plan designed to give working individuals a way to contribute to their own retirement account by allowing individuals with earned income to contribute funds to a tax-deferred account.
	IRA Application and Privacy Policy	Rollover IRAs allow individuals to deposit assets from a qualified retirement plan such as a 401(k) or 403(b) to an IRA without owing any tax. A Rollover IRA may also be used to receive assets distributed from another IRA.
	Approval for Distribution Form	Roth IRAs have become a popular alternative to the Traditional IRA. Although contributions are made with after-tax dollars, qualified withdrawals are tax-free.
	Required Minimum Distribution Form	A Simplified Employee Pension (SEP) is one of the easiest retirement plans for self-employed individuals and small companies to administer. SEPs provide many of the benefits of a Traditional IRA, but allow higher contributions like a profit-sharing plan.
	Beneficiary Change Form
Money Purchase Pension Plan
	Money Purchase Pension Plan Booklet	A Money Purchase Pension Plan works well for businesses with a clearly defined cash flow. It requires a set contribution rate that an employer selects at the time the plan is established. The employer must subsequently contribute this fixed percentage of each participant's compensation regardless of the level of profits.
	Documents for Money Purchase Plans (both required)
	Attachment for Self Trustee Plans
	Beneficiary Change Form
Profit-Sharing Plans
	Profit-Sharing Plan Booklet	Profit-Sharing Plans are good solutions for employers who don't have a clear profit pattern. Employers can vary the percentage of contributions from year to year, or make no contribution at all.
	Documents for Profit-Sharing Plans (both required)
	Attachment for Self Trustee Plans
	Beneficiary Change Form

Health Savings Account Application

You can view or download the following PDF formatted document, which is required for opening a Health Savings Account. To determine if a Health Savings Account is right for you, please contact your Investment Executive.

Health Savings Account Documents
	Application Booklet	Individuals participating in a high-deductible health plan ("HDHP") may be eligible to make pre-tax contributions to a Health Savings Account (HSA). The participant may later take tax-free distributions to pay qualified medical expenses.