Client Forms

Applications and Forms

Fox Forms (236.0 KB)
Here are the forms you'll need to review and complete and provide Andrew at or prior to your initial meeting.
Fidelity IRA Application
Use this form for establishing all different types of new Fidelity IRA's. Please be sure to call Andrew before mailing to make sure all sections are completed properly.
Fidelity new account application (644.7 KB)
This application is to be used to open an individual, joint, UGMA, or trust account but not an IRA.
Fidelity Transfer Form (126.0 KB)
This form is used to transfer accounts from another financial into Fidelity. Once this application is completed and returned Fox and Fidelity will facilitate the transfer directly with the other institution.
Fidelity Periodic IRA Withdrawal Request Form
Use for recurring withdrawal requests
Fidelity One Time IRA Withdrawal Form
Use for non recurring requests
Fidelity Stock and Bond Power Form
For transferring stocks or bonds inside your Fidelity account(s)
SEC Form ADV Part II
Disclosure document as on file with the SEC

Managed Accounts

Introductory Letter (121.1 KB)
Here is a brief letter from Andrew providing an overview of the services and philosophy of Fox Financial.
Sample of Fox Financial Quarterly Report (257.8 KB)
This is a sample of what a customized Fox Financial quarterly report looks like. It has three major sections which summarize things such as future income projections based on key assumptions, current investment portfolio makeup, and performance statistics.
Management Fee Schedule (37.0 KB)
Use this schedule to determine how much it would cost to have your portfolio managed at Fox Financial.

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Client Forms

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