Client Login
Western Financial Corporation
600 "B" Street, Suite 2204
San Diego, CA 92101
Tel: (619) 544-0260
Fax: (619) 234-2421
Toll Free: (800) 488-5990
Email: Rick@westfincorp.com
Client Services
| Account Householding Form |  |
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| Consolidate all accounts on one statement | ||
| IRA Adoption Agreement | |
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| Establish a new IRA Account | ||
| IRA Distribution Form | |
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| Take a distribution from an IRA account | ||
| ACH Form | |
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| Transfer cash, dividends and interest directly to a bank account | ||
| CreditPlus Application | |
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| Add check writing and debit card withdrawal services to an account | ||
| Transfer on Death Form | |
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| Add beneficiary information to a single account | ||
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