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WEALTH MANAGEMENT FORMS LIBRARY

Downloadable forms you may need to help  complete the Wealth Management process.

WEALTH MANAGEMENT DOWNLOADABLE FORMS

Many of the services offered by First Midwest Wealth Management1 require forms to be completed to fulfill transactions. This page contains many of the forms required.

Agency Agreement
Authorization for Telephone Banking
Fax and E-Mail Authorization
Letter of Direction–Change of Address
Letter of Direction–Transfer Request
Risk Questionnaire
W-9 Form
Will File Form
401(k) Application for Benefits
Prism Risk Questionnaire

IRA Designation or Change of Beneficiary Form for Traditional, Roth, and Simple IRAs
IRA Distribution Form for Traditional and Simple IRAs
Rollover Distribution Notice
Roth IRA Application
Roth IRA Distribution Form
Traditional IRA Application

Land Trust–Amendment for Trust Agreement
Land Trust–Application
Land Trust–Direction to Convey
Land Trust–Direction to Execute Mortgage and Related Documents
Land Trust–Facsimile: Assignment of Beneficial Interest
Land Trust–Fee Schedule
Land Trust–General Direction
Land Trust–Outright Assignment
Land Trust–Patriot Act Form
Land Trust–Quit Claim Deed in Trust
Land Trust–Ratification Form
Land Trust–Trust Agreement
Land Trust–Warranty Deed in Trust

1031 Exchange Agreement
1031 Exchange–W-9 Form
1031 Exchange–Section 1445 Certification by Individual Transferor
1031 Exchange–Section 1445 Certification of Nonforeign Status
(Corporation, Partnership, Transferor Estate)
1031 Exchange–Patriot Act Form
1031 Exchange–Direction to Intermediary
1031 Exchange–Direction to Intermediary: Account Closure
1031 Exchange–Assignment Contract for Relinquished Property
1031 Exchange–Notice of Assignment Contract for Relinquished Property
1031 Exchange–Direction to Pay Proceeds for Relinquished Property
1031 Exchange–Addendum for Relinquished Property Contract
1031 Exchange–Designation of Replacement Property
1031 Exchange–Revocation of Designation of Replacement Property
1031 Exchange–Assignment Contact for Replacement Property
1031 Exchange–Notice of Assignment for Replacement Property
1031 Exchange–Direction to Convey Replacement Property
1031 Exchange–Addendum to Replacement Property Contract

If you don't see a form you need, have questions, or want information on a specific form, please contact a First Midwest Wealth Management Officer today.

INVESTMENT MANAGEMENT

Active Investment Management designed to respond to changing marketing conditions and improve your returns.2

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FIDUCIARY SERVICES

Fiduciary Services to help manage the daily activities of enhancing and preserving your wealth.

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FINANCIAL PLANNING

Our Advisors can help you navigate the complexities of investments, insurance, estate planning and taxes.

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800-369-4065

1 Wealth Management services are offered through First Midwest Bank. Most Wealth Management products are not FDIC insured. First Midwest Bank and its representatives do not provide legal or tax advice. Please consult an independent tax advisor or attorney for more complete information.
2 Investing involves risk including loss of principal.