Directions

1. Open the Client Intake Form - Click the Client Intake Form button. The form will open in a new browser tab.

2. Complete the Form - Fill out the fields in the browser tab. The form stays local to your browser and does not transmit any data.

3. Save the Form - Click the Save/Download icon (down arrow) in the upper right corner of the tab.

4. Send Us the Form - Email the saved form to contact@myprosperfinancial.com or upload it securely to your NYL account.