Forms

We make every effort to post our forms only in Adobe PDF format. If you don't have Adobe Reader on your system, you can download this free program by visiting Adobe at www.adobe.com and following their links to Reader.

There are new Privacy Requirements that govern the completion of these types of forms, in many of the states in which Barry Capital is authorized to conduct business. We need to be certain that the forms contain only the authorized information allowed under those laws, so please check with us before sending any forms by email, scan or fax, or regular mail.

Only forms sent using express mail such as FedEx, UPS or US Postal Express Mail can be sent irrespective of the information on the form.

To learn more about the Privacy Requirements and how to better protect against indentity theft, follow the link here.


  • File

    Account Distribution

     (1.1M)
    This form is necessary to request a distribution from your personal investment account or joint investment account.
  • File

    Consent Electronic Delivery

     (108K)
    This form is required by Barry Capital before we can begin sending you electronic information that either [a] replaces or [b] is provided in adjunct to, your written communications on security transactions and reporting.
  • File

    IRA Account Distribution

     (7.3M)
    This form is necessary for requesting distributions from your IRA account.
  • File

    Money Link

     (2.2M)
    This form will automatically link your checking account and your account at Schwab.
  • File

    Preliminary Discovery Form

     (88K)
    This form is for our use in program pricing and selection.
  • File

    SSA-7004

     (111K)
    You can use this form to request and updated explanation of your Social Security Benefits.
  • File

    Schwab eDelivery Instructions

     (2.6M)
    An overview on how to sign up for electronic delivery for your Schwab account.