Go Paperless Contact Page
The action you requested will require a form. 

Please complete the information below to request the required form(s) to go paperless on your accounts.  If you have additional questions, please contact Karen Brock at kbrock@keystonefinancialpartners.com.   

Please note that all account owners must sign the required forms for his/her/their account(s).   

 
Your Name

Your Email Address

Select the company(ies) below to have Karen send you the required paperwork to go paperless
(usually these are very simple 1 or 2 page forms).

Commonwealth Brokerage Accounts: Proxies and Annual Reports
Commonwealth Brokerage Accounts: Suppress Confirmations (only available on PPS accounts)
Genworth/Pershing Custodian Only: Account Statements
Genworth/Pershing or Genworth Custodians: Suppress Confirmations

Additional Comments/Requests

How would you like Karen to send those forms?
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