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All the content on this site is for information purposes only. Material presented is believed to be from reliable sources but we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with a professional advisor. Lotzer & Co., Inc.  is a Registered Investment Advisor in the State of Wisconsin. The authors, publisher and host are not providing legal, accounting or specific advice concerning your situation.
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SSG | Forms | Referrals


There are two types of forms on this page.  There are those from TD Waterhouse and those from Lotzer & Co., Inc. 

TD Waterhouse Forms
Following are some of the more common TD Waterhouse Forms used by clients in PDF Format.  Feel free to retrieve and print the forms.  After completing the forms, mail to Lotzer & Co., Inc.  First, if you don't have Adobe Acrobat Reader, click the following link to download for free: 

Get Adobe Acrobat

bullet IRA Beneficiary Designation Form
bullet IRA Withdrawal Form
bullet Money Transfer Plan To/From Bank Account

Lotzer & Co., Inc. Forms
Following are some forms or worksheets that are for becoming a client or for your own personal work.

bulletCapital Needs Questionnaire
bulletMonthly Budget
bullet Risk Tolerance Questionnaire



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