Forms
In an effort to provide you with the tools you need, we are working to increase the number of forms available for you to access online.
Access the form you need, print, complete, and email (CMPService@envoyfinancial.org) or fax to (719) 268-2716. Forms are provided in PDF format. (Depending on your version of Adobe Acrobat, you may be able to complete the form online before printing.)
Check back often as we are regularly adding content to this page.
Envoy Financial
Trusted Advice Along The Way
Forms:
In an effort to provide you with the tools you need, we are working to increase the number of forms available for you to access online.
Access the form you need, print, complete, and email (CMPService@envoyfinancial.org) or fax to (719) 268-2716. Forms are provided in PDF format. (Depending on your version of Adobe Acrobat, you may be able to complete the form online before printing.)
Check back often as we are regularly adding content to this page.
Envoy Financial
Trusted Advice Along The Way
Forms:
| Third Party Authorization | Lets you grant permission to another person to obtain information or discuss your investment accounts. |
| Salary Reduction Agreement | Make changes to your retirement plan contribution amount. Note: The Salary Reduction Agreement must be submitted to both Envoy Financial and your organization's payroll administrator. |
| Beneficiary Change Form | Use this form to change the beneficiary or beneficiaries on your retirement account. |
| Update My Information (link) | Use this link to access our online form where you can update your name, address, phone numbers, email address, and employer. (This is not a form to print, but an online form to complete and submit.) |
| 401(k), IRA, & 403(b) Rollovers (link) | Use this link to access our online form where you can easily consolidate your accounts from previous employers, banks, etc. Consolidating accounts makes planning easier and can save you on Custodial and other fees. |