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Getting started is Easy

Just complete the enclosed RIC-E TrustŪ Enrollment Form for each child and send it to Edelman Business Services LLC with your one-time enrollment fee of $300 per child. We’ll enroll you right away and send to you your list of the attorney members of the RIC-E TrustŪ Attorney Network, as well as your Certificate worth $150 for legal services.

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Step 1:

 

 

 

 

 

 

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Download the enrollment form and instructions.

RIC-E Trust Enrollment Form
and Instructions

(PDF: 100 KB / 3 pages)

NOTE: The latest version of the Adobe Acrobat Reader is required to view and print these forms. It is available as a free download from the Adobe website.

Download the free Adobe Acrobat Reader

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Step 2:
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Then select an attorney from the RIC-E Trust Network Attorney.
Step 3:
 
Congratulations! You'll have taken a big step toward securing the financial future of a child you love!

 

Edelman Business Services LLC (EBS) is the marketer and licensor of the RIC-E TrustŪ and an affiliate of Edelman Financial Services LLC (EFS), a Registered Investment Advisor. The principal and associates of EFS are individual Registered Representatives with Sanders Morris Harris Inc. (SMH), an independent broker-dealer, member NASD/SIPC. Other independent Financial Advisors not with EFS, but who may be selected by the client, are individual Registered Representatives with other broker-dealers. EFS associates may provide financial and investment advice to the RIC-E TrustŪ and when doing so, all securities are offered through SMH. SMH owns 51% of Edelman Financial Center LLC, the parent company of EFS and EBS .