Any new brokerage accounts that you and your immediate family members open must be with a broker that participates in the KICS Broker Import program. You must enroll and activate all accounts for KICS Broker Import, including accounts that have zero or cash-only balances, those that are held at the same firm where another account is already activated, and those that are created as a result of changing advisors or switching from one brokerage firm to another. Certain types of accounts are not eligible to be enrolled in or activated for KICS Broker Import and must be manually reported in KICS. Examples include variable annuities, 529 College Savings Plans and employee benefit plan accounts such as 401(k) plans. For additional guidance, refer to the KICS Broker Import Program Requirements document available via the KICS Broker Import portal.