NFS Transfer Form

Standing payment instructions - retirement 

IRA Bene change

Discretionary agreement



IRA One-Time 

Corporate Resolution

ZFI Agmt (blank)

American Funds

529 Account Change Request

IAR to Act as Agent

American Funds 529 App

American Funds UTMA App

American Funds ZFI Agmt

(970) 409-4466

© 2020 by

Zidel Financial, Inc.

Mailing Address:

Zidel Financial, Inc.

P.O. Box 5830

Breckenridge, CO 80424

Zidel Financial, Inc. is a Registered Investment Advisor, offering advisory services in the States of Colorado, Florida, and New York, for Colorado, Florida, and New York residents.  Registered Investment Advisors may only transact business in a state if first registered there, or if they are excluded or exempt from state Investment Advisor requirements.  For residents of states other than Colorado, Florida, and New York applicable registration requirements or the applicable exemption must be determined prior to attempting to solicit or provide investment advice or services.  Investing involves risks, including the risk of principal loss. The strategies described do not ensure success or guarantee against loss.