Application Request Form  (click here)

Please complete the above form and transmit this to us.  Chose how you would like to receive your package:  mail, email or fax.  You will receive your information kit and forms ready for your investment selection and signature within 48 hours (via email or fax) or within 5 working days (via mail). 

Your documents will be precompleted with all of the information you have provided to us, however, each plan type requires you to complete certain provisions and choose your initial investments.  Your kits include easy step-by-step instructions.  While you wait, we suggest that you now take the time to visit Investment Options to begin your investment selection process get guidance on how you could build your investment mix.  Then review the variety of funds available to you.  If you would like clarification or additional information on the funds, please contact us at 1-877-444-5344.  Remember, you can call us at any time for assistance.

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For information, call toll free 877-444-5344 or refer to www.NationalK.com.  Wangard Investment Consulting is the owner and is solely responsible for content on www.NationalK.com.  Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc., and Pioneer funds are distributed by PioneerFunds Distributor, Inc., and are offered for sale to investors by the Wangard Investment Consulting. Shares of Oppenheimer funds and Pioneer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested. Wangard Investment Consulting is not a legal or tax advisor, and therefore any information provided in this regard is under the sole authority of the participant to apply such information and act according to IRS rules and provisions. However, Wangard Investment Consulting will be glad to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals. The retirement plan options offered through this program are participant directed programs. Wangard Investment Consulting does not have discretionary authority to direct the investment selection on behalf of account holders and is not responsible for investment results achieved based on this participant direction.  The associates of the Wangard Investment Consulting are registered to provide investment services in AL, AZ, AK, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. 

Investment products and services offered through Wachovia Securities Financial Network, LLC (WSFN), Member FINRA & SIPC.  Wangard Investment Consulting is a separate entity from WSFN.  Wangard Investment Consulting (WIC) and WSFN are not affiliated with FACT or firms working on their behalf.  The investment firms may be contacted at : OppenheimerFunds Distributor, Inc. (OFDI), 498 Seventh Avenue, New York, NY  10018 and  PioneerFunds Distributor, Inc., 60 State Street, Boston, MA  02109. While WIC and WSFN offer clients access to a wide variety of fund choices, clients will be limited to Oppenheimer fund choices and Pioneer fund choices indicated when participating in this preferred pricing program. (11/06)