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GEBA Wealth Management

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    • Our Investment Philosophy
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    • Getting Started
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Home / Forms / Investment Forms

Investment Forms

General Forms

Main Menu
  • Auto Debit Form
  • Cancellation Form
  • Change of Membership Form
  • Retirement Resignation Form
  • Retirement Checklist
  • Summary Plan Description
  • Designation of Beneficiary Form
  • Supplemental Retirement Plan Beneficiary Claim Form
  • MetLife Beneficiary Form
Contribution icon

Contribution Forms

Main Menu
  • MetLife VAC Contribution Form
  • SVA Existing Investor Contribution Form

Please call the GEBA Wealth Management office at (800) 826-1126 for applications, contribution and account transfer forms.

IRA Icon

Individual Retirement Accounts (IRAS)

Main Menu
  • IRA Transfer Form
  • Roth IRA Conversion Form
  • Traditional IRA Custodial Account Form (5305-A)
  • Roth IRA Custodial Account Agreement (5305-RA)
Asset Builder

MetLife Asset Builder (VAC)

Main Menu
  • MetLife VAC Application Package (Existing Accounts)
  • MetLife VAC Interfund Transfer Form
  • MetLife VAC Performance Recap
Stable Value icon

Stable Value Account (SVA)

Main Menu
  • SVA Brochure
  • SVA New Account Application
  • SVA Existing Account Contribution Form
  • 1035 (A) Exchange Form
  • Historical SVA Quarterly Performance Chart
Withdrawal Forms icon

Withdrawal Forms

Main Menu
  • SVA Withdrawal Form
  • SVA Required Minimum Distribution Withdrawal Form
  • MetLife VAC Withdrawal Form
Main Menu
  • Why GEBA
  • Our Investment Philosophy
  • Our Financial Planning Process
  • Meet the Team
  • Fees
  • Careers
Main Menu
  • Services
  • Financial Planning
  • Investing
  • Investment Advisory Services
  • Getting Started
Main Menu
  • Risk Management
  • Long Term Care Options
  • Life Insurance
  • Other Insurance
Main Menu
  • Forms
  • Investment Forms
  • Social Security Forms
Main Menu
  • Resource Center
  • Contact Us
  • Calculators
  • Videos
  • GEBA Podcasts
GEBA Wealth Management

1362 Mellon Road, #100
Hanover, MD 21076

Securities are offered through Cape Securities, Inc. Member FINRA, SIPC Investment Advisory Services are offered through Cape Investment Advisors, Inc.
1600 Pennsylvania Avenue, McDonough, GA 30253 –
Tel: (678) 583-1120

GEBA Financial Advisors are Registered Representatives of Cape Securities, Inc.

Individual Life Insurance offered through Truchoice Financial.

For information about our Wealth Advisors, please visit Broker Check.

Get in Touch

We’re available by phone:
(800) 826-1126 | (410) 657-8060

Fax: (443) 403-0321
M–F 8:00 a.m.–4:30 p.m. ET

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