Forms

SPONSOR-BASED SOLUTIONS

For investment sponsors who source their own capital, we make the process as simple and efficient as possible for your investors to add your offering to their retirement portfolio. Our sponsor fee schedule provides your investors a full-service experience at an incredibly affordable rate.

ADVISOR-BASED SOLUTIONS

Our advisor solutions for Broker-Dealers/IRA firms, and their representatives or advisors, ensure clients’ accounts with NuView are always accessible with consolidated account logins and data distribution to your own platform. Advisor fees remain cost-effective without compromising the service you expect.

SPONSOR-BASED NEW ACCOUNT FORMS

Sponsor-Based Fee Schedule

IRA Application (Traditional, Roth, SIMPLE, SEP)

Transfer Form

Rollover Form

Roth Conversion Form

TRANSACTION FORMS

Private Entity Purchase Authorization

Non-traded REIT Purchase Authorization

Debt Offering Purchase Authorization

Convertible Notes Purchase Authorization

Debenture Purchase Authorization

Sale Authorization

ADVISOR-BASED NEW ACCOUNT FORMS

Advisor-Based Fee Schedule

IRA Application (Traditional, Roth, SIMPLE, SEP)

Transfer Form

Rollover Form

Distribution Form

Roth Conversion Form

ACCOUNT FORMS

Asset Information Worksheet

Asset Exchange Form

Account Information Update Form

Interested Party/Advisor Designation

Beneficiary Change Form 

Annual Fair Market Valuation

Fair Market Valuation for Worthless Assets

Fair Market Valuation for Investment Sponsors