All completed and signed contracts and applications must be mailed directly to:
Colson Financial Group, Inc.
485 South Youngfield Court
Lakewood, CO 80228-2509
485 South Youngfield Court
Lakewood, CO 80228-2509
TRADITIONAL-IRA OR SEP-IRA ACCOUNT APPLICATIONS
ROTH IRA ACCOUNT APPLICATIONS
SIMPLE IRA ACCOUNT APPLICATIONS
403b7 ACCOUNT APPLICATIONS
SOLO K 401(k)-FOR-ONE ACCOUNT APPLICATIONS
- App_FPDIMA.pdf — Investment management agreement (required).
- App_Solo401kAcct.pdf — Account application (required).
- App_Solo401kAdptnAgrmnt.pdf — Adoption agreement (required).
- App_Solo401kQuestionnaire.pdf — Questionnaire (required).
- App_TransferIn.pdf — For transferring from another custodian (optional).
INDIVIDUAL, JOINT, UTMA/UGMA OR LEGAL ACCOUNT APPLICATIONS
TRUST ACCOUNT APPLICATIONS
BUSINESS ACCOUNT APPLICATIONS
LLC, LLP, LP, GP, or INVESTMENT CLUB ACCOUNT APPLICATIONS
