MGM Secure Online Planning Questionnaire

IT IS NECESSARY TO INPUT ALL OF YOUR INFORMATION IN ONE SESSION AS THE DATA CANNOT BE RETREIVED FOR LATER COMPLETION.

To Begin:

• Click on your advisor’s button

• When the form appears, we suggest that you print a copy.

• In order to see the form in it’s entirety you will need to print it landscape. (9 pages

• Use the printed form as a guide to gather your information

• Once you have all of the required information, return to this website and input the data over our secure network.

mgm Ltd. Company Advisors