DOCUMENT UPLOAD

Whether you’re a new client working with us for the first time or if you need to send us additional documents, click the appropriate box below for a quick and easy document upload process. If you have any questions, call us today! We’re here to help!

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PLEASE NOTE WHEN UPLOADING:

Please Name Your File According to This System: The uploaded file should be named as the year that is being filed, followed by the first four of your last name and then the last four of your Social Security Number.

Example: 20hamm1234.pdf

NEW CLIENTS

New Clients Who Are Uploading Documents For The First Time With Us

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RETURNING CLIENTS

Existing Clients Who Haven’t Uploaded Any Documents Yet This Year

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SUPPLEMENTAL DOCS

Existing Clients Who Have Already Uploaded Documents This Year

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Disclosure: All Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Nicolas Hammond is a Registered Representative of The Investment Center, Inc. Palmer Hammond, Palmer Hammond Financial Services, Palmer Hammond Tax Services are not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Check the background of the investment professional(s) on FINRA's BrokerCheck. Important Disclosure Information (Click Here)
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