The client completes and signs a Client Engagement Letter , New Installation Form , and Credit Card Authorization Form signs pages 3 and 4 of the pension illustration they wish to implement. Mail the documents to us with a credit card authorization or check in the amount of $2,500 payable to Plan Documents, Inc.
The installation forms will be drafted and sent via email to you and the client.
Schedule a meeting with the client to review and sign the plan documents. Applications for the insurance component of the plan should also be taken at this time. Be sure to obtain the correct application packages prior to meeting with the client and bring applications for all participants in the plan.
Return the signed documents to PensionSite.Org along with copiesof all insurance applications.