FOR INTERNAL USE AND NELSON SECURITIES EMPLOYEES ONLY. General Service Forms NSI Change of Address - 3/2024Transfer Consent Form - 8/2023401k Rollover Recommendation Form - 1/2024Confidential Investor Profile (CIP) - 12/23Name Change Request - 3/2021IRS W-9 - 10/2018IRS W-8 foreign client - 7/2017IRS 5305 SEP Form - 12/2004Corporate Resolution - 7/2017