​​Forms & Worksheets

Local Unions Retirement Income Program Forms & Worksheets

Simply click on the Local Unions Retirement Income Program form title to download. If you don’t see the form you need here, please call us at (800) 223-7608. 

Forms

• Scarborough Retirement Account Application
  Application to open a new retirement account in the Local Unions Retirement Income Program.
• Scarborough Non-Qualified Account Application
  Application to open a new non-qualified account in the Local Unions Retirement Income Program.
• Client Profile
  Complete this form along with any new account application.
• Scarborough Investment Advisory Agreement
  Agreement to be signed when selecting the Elite Portfolios Investment Option.
• Check Remittance Transmittal
  Use this form when sending in a check to deposit to an existing account and to request a reimbursement of overnight delivery of your check
• IRA Account Distribution Form
  For taking a distribution from your IRA.
• Non-Qualified Systematic Withdrawal Application
  For systematic withdrawals from your non-qualified account.
• Retirement Plan Change Form
  Use to change personal information, portfolios or beneficiaries to your Local Unions Retirement Income account.
• Periodic Investment Application
  For starting or changing a systematic monthly investment into your account from your bank account.
• Existing IRA Contribution Form
  For use when submitting an IRA contribution.

Worksheets

• Retirement Income & Investment Analysis Questionnaire
  Scarborough’s Retirement Income & Investment Analysis will show whether you are on track to achieve your long-term retirement income goals and offers key recommendations for adjustments to improve your retirement planning. To obtain your personalized report, please complete the information on the questionnaire.
• Calculating Your Retirement Expenses, The Budgeting Method
  For those within 5 years of retirement, we recommend completing the budget worksheet to help you determine your retirement expenses.
• Risk Tolerance Questionnaire
  This simple questionnaire is designed to measure both your basic ability and willingness to endure investment risk in order to help you determine the portfolio that is most appropriate for you.
• Questions to Ask Your Financial Advisor
  This checklist was developed to help you calculate the types of expenses associated with various investments often used for rollovers of lump sum pensions and 401(k) accounts.