Forms
Atlas Capital Management does not custody assets and utilizes Axos Advisor Services as custodian for investment management accounts. The account application located in the NEW CLIENT KIT below, or directly at https://www.axosadvisorservices.com/Forms-and-Applications/
Requires selling agreement – please contact your broker dealer or Atlas Capital if you do not have existing selling agreement
Please contact Atlas Capital Management with questions
Atlas Client Maintenance Forms
- Client Risk Disclosure Form and Atlas Policy (NO LONGER REQUIRED, please submit most recent Investment Management Agreement dated 09.2021)
- Form W-9 (Request for Taxpayer Identification Number and Certification)
- Investment Management Agreement
- Management Strategy Instructions (Used to request strategy changes for existing accounts)
- Solicitor Disclosure Form (use to change Solicitor on an existing account)
- Deduct Management Fee From Another Account
- Online Account Access Instructions (for Axos Advisor Services)
- Request to Terminate Account Management
- Sample one and same letter (to facilitate transfers if names have slight differences)
- Increased Risk Acknowledgement (for UTMA accounts)
Atlas Representative Maintenance Forms
- Non-Retirement Account One-Time ACH Deposit Request
- Non-Retirement Account Distribution Request
- Transfer on Death (TOD) Designation
- Non-Retirement Account Systematic Contribution/Distribution Request
- IRA Distribution Request
- Beneficiary Distribution Request
- EZ IRA Distribution Request
- Certification of Trust Form (IRAs)
- IRA Beneficiary Designation or Change Request
- IRA Contribution Request
- Transfer Request
- Power of Attorney - Attorney-in-Fact-Verification
- Statement Family Request
- Advisor Authorization for Distributions
- Electronic Delivery Change Form
- Third Party Export & Integration Request
- Customer RIA Account Agreement
- Change of Address
Periodic Table of Investment Returns