Forms

Use the following forms to manage your account(s).

Accounts with Pacific Wealth Management, LLC / Pershing Advisor Solutions, LLC
(account number begins with either QGD or PAC)

Form ADV Part 2A – Pacific Wealth Management Investment Advisor Brochure
ACH – Automatic Deposit / Withdrawal (PAS)
IRA – Distribution Form (PAS)
WIRE – Federal Fund Wire Request (PAS)
PROFILE – Investment Objective Change

Accounts with Pacific Wealth Management, LLC / Girard Securities, Inc
(account number begins with 6QV)

ACH – Automatic Deposit / Withdrawal (GSI)
IRA – Distribution Form (GSI)
WIRE – Federal Fund Wire Request (GSI)