SuccessDB Getting Started

Ready to set up your SuccessDB plan? Please proceed with the instructions below:

STEP 1: Click here to request Proposal

Logon to our proposal center to request and download a SuccessDB Proposal. Review the proposal carefully and complete Steps 2 and 3 below.

STEP 2: Complete & Sign the Setup Form

After you have downloaded your proposal, you will need to complete and sign the SuccessDB Setup Form enclosed with the proosal. This contains information about how you wish to establish your plan, including plan provisions and investment choices. Your investment advisor will help you choose your plan's investments. Upon receipt of the setupform and the one-time setup fee, we will build the plan document for your SuccessDB Plan.

STEP 3: Sign & Return Plan Document

The final step in establishing your SuccessDB Plan is to sign and return your plan document and other related forms. This document is required by law for you to have a valid plan and must be signed before the tax year-end in which you wish to begin claiming tax deductions for plan contributions.

If you need assistance or have questions about setting up a SuccessDB Plan, please contact us today.