AYCO | A Goldman Sachs Company Golman Sachs | Personal Financial Management

Thank you for your interest in the Ayco program and Goldman Sachs Personal Financial Management. As we begin our relationship, a review of your financial picture is key to our approach. In preparation for our first meeting, we ask that you take a few minutes to provide the requested information in the following Client Information Form.

Our team is here to help you review your options and gain clarity, confidence and control over your financial decisions.

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If you are eligible for a pension or other retirement benefits, please provide the following:


By checking this box, you are consenting to receive certain materials from United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management by email or other means of electronic delivery. This consent will apply to any communications or materials from GS PFM related to the services offered by GS PFM. If at any time, you wish to revoke this consent to receive communications electronically, please contact retirementplanning@gs.com or call 888-684-2099.

Additionally, by checking this box you acknowledge that your responses will be shared among Goldman Sachs & Co. LLC and its affiliates in order to help us better assist you. For more information see our Privacy Policy.

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You may also contact us at retirementplanning@gs.com. Please indicate your company name in the subject line.

If you decide to hire GS PFM to provide you with financial services, you will be asked to consent to the delivery of any account information and communications electronically at the time you become a client of GS PFM, and such consent will replace and supersede the consent you are providing here.