Listed below are the forms currently available online through RhoadsLucca.com. Clicking on a form's name will open that form in Adobe Acrobat, allowing you to read the form online and print it out on your printer.

To access the forms, you must have Adobe Acrobat Reader installed on your computer. If you do not have Adobe Acrobat Reader, click here for a FREE copy.
 

Presently, the forms cannot be completed or returned online -- you will need to mail or fax the completed form to RLC (fax 214-373-9775). We provide any required notary service for our clients.

Address Change Form (1 page) Use to change address on account(s)

Money-Link Form  (3 page) Use to set-up for distributions on account(s) to go directly into or out of your checking/savings account at your bank by ACH or by wire. (Schwab assesses a $25 fee charge for each wire) Note: If funds are transferring in or out of a joint checking/savings account BOTH authorized signers on the account must sign #9 on this form, even if it is an individual IRA or Custodial account.

IRA Distribution Form (7 pages) Use to withdraw funds from an IRA account

You may also log onto www.schwaballiance.com to print additional forms, or call us at 214-373-9771 or 888-895-1212 for additional forms.

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