Variable Prepaid Forward Contract Application

Professional Variable Prepaid Forward Contract Application Form

For investors holding concentrated stock positions, a variable prepaid forward contract (VPFC) offers a sophisticated strategy to monetize equity holdings without triggering an immediate taxable sale. This Variable Prepaid Forward Contract Application Form is designed for wealth management firms, investment advisors, and financial institutions that help high-net-worth clients implement collar strategies while carefully navigating constructive sale rules under IRC Section 1259.

Why use Paperform for investment and portfolio management forms?

Financial advisors, family offices, and investment managers need forms that project professionalism, capture complex financial data accurately, and integrate seamlessly with CRM and portfolio management systems. Paperform delivers a branded, secure experience that matches the sophistication your clients expect.

With conditional logic, this template adjusts based on stock concentration levels, collar parameters, and risk tolerance—ensuring you gather only the most relevant information for each client scenario. Built-in calculations can help illustrate monetization amounts, collar ranges, and potential outcomes based on client inputs.

For firms managing multiple client accounts, Stepper workflows can automatically route completed applications for compliance review, credit approval, legal documentation, and relationship manager follow-up—keeping your advisory process efficient and audit-ready.

Streamline wealth management workflows

This form captures essential information including current stock holdings, desired monetization percentage, collar strike preferences, maturity terms, and client risk parameters. By digitizing the VPFC application process, you eliminate back-and-forth emails, reduce data entry errors, and accelerate time-to-execution for complex equity monetization strategies.

Whether you're a registered investment advisor helping clients defer capital gains, a private bank structuring liquidity solutions, or a wealth management firm implementing advanced hedging strategies, this template provides the professional foundation you need. Paperform's SOC 2 Type II compliance and security features ensure sensitive financial data is protected throughout the application process.

Customize strike prices, participation rates, maturity dates, and disclosure language to match your firm's specific product offerings and compliance requirements. Connect submissions to your CRM, portfolio management system, or legal documentation platform using Paperform's native integrations or Stepper for sophisticated multi-step workflows.