The Kingswood Forms Library houses all Kingswood forms that need to be completed as you manage different aspects of your client accounts and business practice.

• Should you need forms from our custody or clearing partners - RBC, Raymond James, Charles Schwab or TD Waterhouse - please log into their corporate portals.
• Should you need IRS forms, please search the Forms, Instructions and Publications section of the IRS website.
• Need help getting started or figuring out which form you need? Please contact our Operations Team at operations@kingswoodus.com
• If you'd like to request we add a form to this library, please contact Ryan Sabet at rsabet@kingswoodus.com

It may be more efficient to complete forms through your LaserApp portal. If you are not already using LaserApp, please email our Operations Team at operations@kingswoodus.com to get started.

NOTE: If one of the fields in your form is not fillable, try downloading the document instead of editing it in the browser.