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Forms & Resources
For your convenience, this page contains downloadable forms
and resources. Click on form name to view.

     Benchmark Capital Group Investment Advisory Agreement     (PDF)

     Benchmark Capital Group ADV Part II Form     (PDF)

     IRA Advisor Fee Authorization Form     (PDF)

     Premiere Select IRA Application Kit     (PDF)

     SSN New Account Form     (PDF)
 

IRS Forms (you will be linked to www.irs.gov)

     W-4   Employee Withholding Allowance

     W-9   Request for Taxpayer ID Number

     Form 2848   Power of Attorney

     Form 2553   Subchapter S Election

     1040 ES   Individual Estimated Payment Voucher

 


 


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Your professional financial partners; David Swisher, CFP and Kelli Swisher, CPA.

Helpful forms and resources, all at your fingertips.