Research Request "*" indicates required fields From Advisor* Casey Short Tony Rizzo Jay Beerley David McEntire Dan Thomas Client/Prospect Name*Email* Phone NumberBriefly describe the situation and what needs to be researchedPlease check every item needing research 401K Social Security Home Payoff Vehicle Payoff Investment Questions Medicare RMD Other Does client have accounts at Charles Schwab? Yes No Does client have accounts at Gradient? Yes No Does client have annuity(s)? Yes No Carrier(s) AIG Allianz American Equity Ameritas F&G North American Other Other Carrier(s)Questions, Comments or Additional InformationTimeframe for Completion Δ « Back to Workflow Seeds
