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  PFM - Potomac Fund Management
services Services :
Account Access
Fin. Adv. Access
Account Forms
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Account Forms

If there are any specific forms needed that are not listed below, please contact Potomac Fund Management at 1-888-POTOMAC (768-6622) or info@potomacfund.com.

PLEASE NOTE THAT ALL FORMS MUST BE SENT DIRECTLY TO POTOMAC FUND MANAGEMENT TO ENSURE TIMELY PROCESSING

Laser App Instructions


Potomac Fund Management Forms   

  Investment Management Agreement

  

Fidelity Investment Forms
 (Navigrowth, Guardian, Bull Bear, Mainstay Plus) 

STANDARD PACKETS
Non-Retirement Application Packet
Retirement Application Packet

RETIREMENT ACCOUNT FORMS
Applications
  Retirement
  IRA-BDA
  SIMPLE
  Self Employed 401K
  Transfer Form
Service
  Periodic IRA Distribution
  One Time IRA Distribution
  RMD Calculation Request
  IRA Beneficiary Designation
  Journal Request

NON-RETIREMENT ACCOUNT FORMS
Applications
  Non-Retirement
  Business Registration
  Transfer Form
Service
  Address Change
  Check Request
  Wire Request
  Journal Request
  Bank Standing Wire Instructions
  Systematic Withdrawal Form

  

Annuity Preferred Custodians 

  Security Benefit
  NW MarketFlex
Jefferson National

 

  

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