GETTING STARTED Documents Needed | Client Information Form

To prepare for the Fact Finding meeting with your planner, please complete our Client Information Form and gather up all of the following documents that apply to you.

DOCUMENTS NEEDED
Fringe Benefits

Last Enrollment Form
Benefit Description Booklets
Last Pension Statement
Last Savings Plan Statement

Assets

Last County Appraisal
Last Bank Acct Statements
Last IRA, TSA, and SEP Statements
Statements On All Other Investments

Insurance

Life insurance policies
Life insurance statements
Cancer, hospital, or disability policies
Last auto insurance statement
Last homeowners insurance statement

Debts

Credit Card Statements
Loan Agreements
Last Mortgage Statement

Income

Last tax return
All 1099 and W-2 forms
Last two pay stubs
Business income/expense statement

Other

Will or Trust documents
Last Social Security statement
Divorce decree, if within 5 years
Last Financial Plan prepared
Last homeowners insurance statement


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