Download Forms

Leading Investors Since 1924℠

These downloadable forms will help you manage several common transactions for your account[s].  They are PDF files, most with instructions on how to complete and return them to St. Germain Investment Management. If you have any questions or need additional assistance, please call us at 1-413-733-5111 [in MA] or toll free at 1-800-443-7624.

How to Read My Statement

This brochure describes and explains the details listed within your statement.

2012 Client Survey

Please print out this survey and either mail or return fax [413]747-0848. Thank you for taking the time to fill the survey!

Account Transfer Form

In order to transfer your investable assets to our firm, you will need to complete this Account Transfer Form.

Direct Deposit Authorization

This form is needed in order to have funds/checks direct deposited to a St. Germain account.

ACH Authorization Form

This form is required to complete electronic transfers between your bank or financial institution to our clearing house, Pershing, LLC.

Householding of Accounts Form

If you have two or more accounts with us, this form serves to streamline your information into one report.

New Accounts-Client Profile Form

For new accounts, clients [new and current] need to complete this form. 

Online Access Form

Clients who want to gain online access to their account[s] need to complete this form.

Power of Attorney Form

Clients who wish to assign a Power of Attorney need to complete this form.

Movement of Assets Form

For those wishing to move assets from one account to another, this form needs to be completed.