Stan Maples Dec 2020 Carve-Out

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Follow these guidelines and you will have a success in keeping your resolution!

JH 403b

Evaluate your progress.

How well did I do in the first month? And the second? Did I achieve the goal that I set for myself?

CW MSA

Add your observations of your progress!

If there are things you would want to improve/change next month, add those here too.

No

It takes sacrifice to get results. Type in here if keeping your resolution affects your life negatively.

Create MSA

Yes

Add your thoughts on the positive things you obtained while keeping your resolution and how they influenced your life or the life of the people around you.

Carve-Out

LOA Requested _________

LOA Received

Complete Direct Rollover Form

Uploaded to CW ___________

LOI Wet Date ___________

Fax to JH ___________

Verify Money has left JH

Verify Money has arrived at NFS

Print Position Statement

LOI sent to Client _________