INVESTMENT PROFESSIONALS
Please click on the following form you wish to download.
You will need the latest version of Adobe Acrobat Reader to print or complete these forms on your computer. Click on the button below to download the latest version of Acrobat Reader.
Download and take the following forms with you to your initial fact finding meeting with a prospect:
You may choose to download all forms into one package for easy printing instead of individually saving each form. Click here to download the entire forms package.
If you should have any questions on the forms, their use, require additional information, or need a quote fee, please feel free to contact us at the following:
Telephone: 1-800-899-8770 or 860-258-1910
Fax: 860-258-1915
E-Mail: info@devlinhale.com
* Please note that when the forms are filled out online, they include a Submit by Email button for you to send the filled out data back to our office. This button will not appear when you print out the forms.
Thank you for your interest in our services.
6 Key Factors to a Successful Qualified Retirement Plan (Discussion Outline) (frm401)
Confidential Employer Information (frm402)
Related Employer Information (frm403)
Confidential Employee Census (frm404)
Qualified Retirement Plan Takeover Checklist (frm405)
Devlin & Hale Associates, Inc. - Company Background and Overview of Services (frm406)