DWP Onboarding Form Instructions 

1. Form Signer Information 

• LLC or Retirement Account → Only one signer is required. 

• Trust Accounts → Multiple signers may be necessary, including trustees. Consult with your estate professional. 
 

2. Account Types 

• If your estate is complex or involves multiple entities, consult your attorney to confirm which entity should hold the assets before completing this section. 

• If your IRA or ROTH was inherited, please inform a DWP advisor.

3. Primary Account Holder Information 

• This section is for the individual account holder’s personal details. 

• Ensure all personal information is accurate and matches legal documentation. 

4. Secondary Account Holder (If Applicable) 

• If there is a secondary account holder, they will complete their section separately via their own DocuSign process. 

• This section will automatically populate once the secondary account holder submits their information. 

5. Entity as an Account Holder (If Applicable) 

• Only if an entity (such as an LLC or trust) is a secondary account owner