{"id":1585,"date":"2026-05-22T13:35:02","date_gmt":"2026-05-22T13:35:02","guid":{"rendered":"https:\/\/jhdarbie.com\/newjhdarbie\/?page_id=1585"},"modified":"2026-06-26T16:30:48","modified_gmt":"2026-06-26T16:30:48","slug":"vision-forms","status":"publish","type":"page","link":"https:\/\/jhdarbie.com\/us\/vision-forms\/","title":{"rendered":"Vision Forms"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1585\" class=\"elementor elementor-1585\">\n\t\t\t\t<div class=\"elementor-element elementor-element-78da3de e-flex e-con-boxed wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-parent\" data-id=\"78da3de\" data-element_type=\"container\" data-e-type=\"container\" id=\"PdfLinks\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9515efe elementor-widget elementor-widget-heading\" data-id=\"9515efe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Documents &amp; Forms<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-77effb9 elementor-widget elementor-widget-shortcode\" data-id=\"77effb9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><style>\n\/* Flex layout eliminates WordPress block margins *\/\n.jhd-forms-output    { display:flex; flex-direction:column; gap:22px; }\n.jhd-section         { display:flex; flex-direction:column; gap:4px; }\n.jhd-section--parent { gap:4px; }\n\/* Large gap between sibling child sections; heading-to-first-child stays tight *\/\n.jhd-section--parent > .jhd-section + .jhd-section { margin-top:18px !important; }\n.jhd-forms-output .elementor-widget-heading,\n.jhd-forms-output .elementor-widget-icon-list { margin:0 !important; }\n\/* Heading *\/\n.jhd-forms-output .elementor-widget-heading .elementor-heading-title {\n    font-family:\"Heebo\",Heebo; font-size:20px; font-weight:400; color:#C9A66B !important; margin:0;\n}\n\/* Icon *\/\n.jhd-forms-output .elementor-widget-icon-list .elementor-icon-list-icon svg {\n    fill:#0A1A2F; width:8px; height:8px; transition:fill 0.3s;\n}\n\/* Item spacing *\/\n.jhd-forms-output .elementor-icon-list-item:not(:last-child) { padding-block-end:3px; }\n.jhd-forms-output .elementor-icon-list-item:not(:first-child) { margin-block-start:3px; }\n\/* Links \u2014 higher specificity (3 classes) beats Elementor global (2 classes) + !important beats footer injection *\/\n.jhd-forms-output .elementor-widget-icon-list .elementor-icon-list-item > a {\n    font-family:\"Heebo\",Heebo; font-size:14px; font-weight:400; text-decoration:none !important;\n}\n.jhd-forms-output .elementor-widget-icon-list .elementor-icon-list-text {\n    color:#3A4A61 !important; transition:color 0.3s;\n}\n.jhd-forms-output .elementor-widget-icon-list .elementor-icon-list-item:hover .elementor-icon-list-text {\n    color:#C9A66B !important;\n}\n<\/style><div class=\"jhd-forms-output\"><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Account Applications<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/Securities_Account_Application_-_Individual_and_Joint.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Securities Account Application \u2013 Individual and Joint<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/Securities_Account_Application_-_Individual_and_Joint.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Securities Account Application \u2013 Individual and Joint<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/Securities_Account_Application_-_Entity.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Securities Account Application \u2013 Entity<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/Securities_Account_Application_-_Entity.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Securities Account Application \u2013 Entity<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Additional Forms<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/form_w8ben.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Form W-8BEN (foreign individuals)<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/form_w8bene.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Form W-8BEN-E (foreign entities)<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/form_5305_sep.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Form 5305-SEP (SEP IRAs)<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Transfer_on_Death_TOD_and_Beneficiary_Designation.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Transfer on Death Agreement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Web_Site_Access_and_Online_Delivery_Consent.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Web Site Access and Online Delivery Consent (Stand Alone)<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/trusted_contact_person_authorization.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Trusted Contact Person Authorization Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Third_Party_Web_Access_Authorization_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Third Party Web Access Authorization Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Money_Market_Sweep.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Money Market Sweep (Stand Alone)<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Transfer_on_Death_TOD_and_Beneficiary_Designation.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Transfer on Death (TOD) and Beneficiary Designation<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/LLC_Resolution_and_Certificate.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">LLC Resolution and Certificate<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Partnership_Resolution_and_Certificate.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Partnership Resolution and Certificate<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Unincorporated_Association_Resolution_and_Certificate.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Unincorporated Association Resolution and Certificate<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Corporate_Resolution.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Corporate Resolution<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Trustee_Certification_Trust_Under_Agreement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Trustee Certification (Trust Under Agreement)<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Trustee_Certification_Trust_Under_Will.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Trustee Certification (Trust Under Will)<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Limited_Trading_Authorization.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Limited Trading Authorization<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Full_Trading_Authorization.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Full Trading Authorization<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Check_Deposits.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Check Deposit Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Irrevocable_Stock_or_Bond_Power.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Irrevocable Stock or Bond Power<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Affidavit_of_Domicile.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Affidavit of Domicile<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section jhd-section--parent\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Individual Retirement Account Documents<\/h2><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h3 class=\"elementor-heading-title elementor-size-default\">STRATA Trust Company<\/h3><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/STRATA_Trust_IRA_Application.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">STRATA Trust Company Individual Retirement Account Application<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/STRATA_Trust_IRA_Address_Change_Request.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">STRATA Trust Company IRA Address Change Request<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/STRATA_Trust_IRA_Beneficiary_Designation.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">STRATA Trust Company IRA Beneficiary Designation<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/STRATA_Trust_IRA_Deposit_Certification.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">STRATA Trust Company IRA Deposit Certification<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/STRATA_Trust_IRA_Transfer_Request.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">STRATA Trust Company IRA Transfer Request<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/STRATA_Trust_IRA_General_Instruction_Letter.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">STRATA Trust Company IRA General Instruction Letter<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/STRATA_Trust_IRA_Fee_Schedule.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">STRATA Trust Company IRA Fee Schedule<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h3 class=\"elementor-heading-title elementor-size-default\">Equity Institutional<\/h3><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Equity_Institutional_ACH_Contribution_Election_Instructions.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Equity Institutional IRA ACH Contribution Election Instructions<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Equity_Institutional_IRA_Address_Change_Notification_Form-2.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Equity Institutional IRA Address Change Notification Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Equity_Institutional_IRA_Change_of_Beneficiary_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Equity Institutional IRA Change of Beneficiary Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Equity_Institutional_IRA_Deposits.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Equity Institutional IRA Deposit Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Equity_Institutional_IRA_Distribution_Instructions_and_Request_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Equity Institutional IRA Distribution Instructions and Request Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Equity_Institutional_IRA_Security_Designation_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Equity Institutional IRA Security Designation Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Equity-Institutional-IRA-Direction-of-Investment.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Equity Institutional IRA Direction of Investment<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h3 class=\"elementor-heading-title elementor-size-default\">Inspira Financial<\/h3><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Millennium_IRA_Address_Change_Request.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Inspira Financial IRA Address Change Request Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Millenium_IRA_Beneficiary_Designation_Change_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Inspira Financial IRA Change of Beneficiary Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Millenium_IRA_Deposit_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Inspira Financial IRA Deposit Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/IRA_Distribution_Request.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Inspira Financial IRA Distribution Request Form<\/span><\/a><\/li><\/ul><\/div><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Supplements<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Margin_Supplement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Margin Supplement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Options_Supplement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Options Supplement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Cash_Management_Supplement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Cash Management Supplement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Custodial_Supplement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Custodial Supplement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/DVP-RVP_Supplement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">DVP\/RVP Supplement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/dvp-rvp_supplement_foreign_account_forms.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg><\/span><span class=\"elementor-icon-list-text\">Foreign Account Forms for DVP\/RVP Supplement<\/span><\/a><\/li><\/ul><\/div><\/div><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5703a2f form_link elementor-widget elementor-widget-text-editor\" data-id=\"5703a2f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>*Options involve risk and are not suitable for all investors.\u00a0<\/strong>Prior to buying or selling an option, a person must receive a copy of\u00a0<a title=\"Characteristics and Risks of Standardized Options (with 1997 through 2012 supplements)\" href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-5.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Characteristics and Risks of Standardized Options<\/a>. Besides being accessible via our Web site, copies of the Options Disclosure Document are available from your Vision sales representative, or by calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dd0f18f e-flex e-con-boxed wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-parent\" data-id=\"dd0f18f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4f0b01a elementor-widget elementor-widget-html\" data-id=\"4f0b01a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<script>\n    document.querySelectorAll('#PdfLinks a').forEach(link => {\n    link.setAttribute('target', '_blank');\n    link.setAttribute('rel', 'noopener noreferrer');\n});\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d028ac4 e-flex e-con-boxed wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-parent\" data-id=\"d028ac4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Documents &amp; Forms *Options involve risk and are not suitable for all investors.\u00a0Prior to buying or selling an option, a person must receive a copy of\u00a0Characteristics and Risks of Standardized Options. Besides being accessible via our Web site, copies of the Options Disclosure Document are available from your Vision sales representative, or by calling 1-888-OPTIONS, or from The Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1585","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/pages\/1585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/comments?post=1585"}],"version-history":[{"count":88,"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/pages\/1585\/revisions"}],"predecessor-version":[{"id":2014,"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/pages\/1585\/revisions\/2014"}],"wp:attachment":[{"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/media?parent=1585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}