Client Changes

Use this form to notify us with any changes in your contact information. Once we receive this information, we will get you the forms require to make these changes to your account.

Name(s) and Account Number(s)

Email where you can contact you*

Phone Number Changes. Please designate name and whether it is a home, work or mobile number.

Email Changes - Please designate name and if adding or deleting.

Emergency Contact

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WOULD YOU LIKE TO GO PAPERLESS? You can choose 3 ways to receive your account information - online (paperless), email (paperless) or by mail, if you prefer a copy mailed to you. NOTE: If you wish to view your account information online, you will need to be enrolled in Schwab Alliance. If you choose online, we will get you the information required to get started.

Name(s) and Account Number(s)

Email where we can contact you*

Quarterly Report/ Newsletter - Would you like online (paperless), email (paperless) or mail?

Trade Confirmations - Would you like online, email or mail?

Shareholder Materials - Would you like online, email or mail?

Statements - Would you like online, email or mail?

Tax Information - Would you like online, email or mail?

Proxy Voting - Would you like online, email or mail?

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Quantitative Asset Management, LLC

4350 Baker Road, Suite 160

Minnetonka, MN 55343

952.476.7855

Website Disclosure:

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions, nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Quantitative Asset Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Quantitative Asset Management, LLC a SEC Investment Adviser.

Client Contact Changes

Use this form to notify us with any changes in your contact information. Once we receive this information, we will get you the forms require to make these changes to your account.