office (858)
552-8133
fax (858) 552-8132
twitter @wmjsheffler
Forms for Clients
These forms can be filled in electronically. Please print them out, sign where needed and fax to us at (858) 522-8132.
Standard Request Form
DC Plan Request Form
Census Request Form
Contribution Verification Form
Trust Financial Report and
Trust Financial Report Request
Annual Related Business Questionnaire
Evaluation of Stocks, Bonds, and Mutual Funds