Documents Needed
The following documents will be needed to properly study, analyze, and
prepare a personal plan for you. This material will be treated confidentially
and returned when the planning process is completed, or earlier if requested.
Please print out and bring to appointment
- Latest income tax returns
- Loan documents
- Wills
- Trust agreements
- Major Asset purchase details
- Other
- Employee
- Payroll or other income statements
- Employee benefits booklets
- Retirement savings plan information (including balances investment options, employer and employee contributions, loan balances)
- Pension plan information (current vested values at retirement)
- Other
- Bank or Credit Union
- Checking account balance(s)
- Savings/CDs/Money Market account balance(s)
- Credit Card balances and interest rates (if any)
- Other Broker or Mutual Fund Company
- Latest monthly statements
- Other
- Insurance Company
- Latest life insurance/annuity account statements
- Health insurance/hospital and major medical policy information
- Disability income insurance policy information
- Property and Casualty policy information
- Long-Term Care policy information
- Other
- Business
- Buy-Sell Agreements
- Stock/Option/Bonus Plans
- Employee Benefits Plans
- Other