IRA Account Distribution.pdf
Print, sign/initial this form where indicated to process a liquidation request from your IRA. This form can be sent to us by mail, fax or by posting a scanned copy to your client vault page.
Account Distribution pdf
Print, sign/initial this form where indicated to process a liquidation request from your personal account. This form can be sent to us via, mail, FAX or by posting it to your client vault page.
Money Link.pdf
Print, sign and return this form to us via mail, fax or scan and link to your client vault page. This form will allow us to transfer money directly to your bank without the use of wire transfers.
Consent Electronic Delivery
This form must be signed and on record for us to post to your client vault. You can print, sign and return the form via regular mail, FAX or by scanning a signed copy and posting it to your Client Vault.
SSA-7004.pdf
Complete this form to receive an estimate of your Social Security Benefits. Please complete the section on sending a second copy with our firm's address
Vault Client Manual
Help document for clients

Forms Links

We've included most of the forms that we can, which enable us to more or less do a "straight through" process. We've highlighted the forms where they need to be signed or initialed so please review them carefully.

Many forms will be accepted with a FAX signature but require that we follow up with the original in a reasonable period of time. So, if it's a FAX to BCM, please send out the original as soon as possible.

You can, as noted, scan documents if you have the methods to convert the printed form to an electronic document and you can upload the document for us to "grab" it from your Client Vault page. Just in case, send off an email or make a call and let us know that the form has been moved to the vault.

Do to the minimal number of accounts we still retain at SEI, forms for servicing their accounts can be obtained by calling our offices directly.