Accounts Held at FISERV Trust Company - Foxhall Capital Management, Inc. - There is always a bull market somewhere in the world.

General Foxhall Paperwork

Foxhall Capital ADV Part II
Foxhall Capital Client Privacy Notice

Non-Qualified Accounts

Foxhall Capital Investment Management Agreement
Custodial Account Establishment Form - New Version July 2007
Custodial Account Transfer Form (ACAT) - New Version July 2007
Trust Certification For Custodial Account

Trusts

Foxhall Capital Investment Management Agreement
Custodial Account Establishment Form - New Version July 2007
Custodial Account Transfer Form (ACAT) - New Version July 2007
Trust Certification For Custodial Account

Traditional or SEP IRA

Foxhall Capital Investment Management Agreement
Traditional IRA Establishment Documents - New Version July 2007
IRA Transfer and Rollover Form - New Version May 2007

Roth IRA

Foxhall Capital Investment Management Agreement
Roth IRA Establishment Document - New Version July 2007
IRA Transfer and Rollover Form - New Version May 2007

Simple IRA

Foxhall Capital Investment Management Agreement
Simple IRA Establishment Document With Transfer

Other Forms

Custodial Account Withdrawal Form
IRA Distribution Request Form
Standing Bank Wire Instructions
FISERV Website Access for Clients
FISERV Website Access for Advisors

For additional Fiserv forms, please click here.

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