Links and Info

Below you will find links to different documents that can help you with your accounts.  We have also
added external links to important documents which can help you in your planning.

Account links and helps:

• NetXInvestor Online Enrollment
  • ​Instructions to online enrollment
• ​2019 Tax Reference
• Sullivan Financial Group - Fact Finder​

State of Montana important forms:

• Montana Power of Attorney - University of Montana
  • ​POA Information - MSU MontGuide
• Montana Homestead Exemption Form
  • Homestead Exemption Information - MSU MontGuide
• ​Wills - MSU MontGuide
• What Are Your Rights Over Your Remains? - MSU MontGuide

• Designating Beneficiaries through Contractual Arrangements - MSU MontGuide

• Long-Term Care Partnership Insurance in Montana - MSU MontGuide

• Using a Bypass Trust to Provide for Children from Remarried, Step and Blended Families - MSU MontGuide

• Montana Common Law Marriage & Estate Planning - MSU MontGuide

• Montana Medical Care Savings Accounts (MSAs) - MSU MontGuide