DOCUMENTS/INFORMATION NEEDED FOR FINANCIAL PLANS:
statements preferred if not using the online service explained above

• Copy of most recent Paystub(s) (including any bonuses or other part-time income)
• Copy of your bank account statements (checking, savings, money markets, and CD’s)
• Copy of Social Security estimate(s)/statement(s)
• Copy of 401k/403b, IRAs, and ROTH IRA statements
• Copy of any special retirement plan statement(s) (Pensions, Deferred Compensation Plans, etc), with calculations for your desired retirement date
• Copy of statements for any annuities, brokerage accounts, employer stock plans, and individual stock holdings
• Copy of 529 Plans or any other college funds
• Copy of most recent Auto, Home, and Umbrella Policy statement (showing details of coverage)
• Copy of Life Insurance Policy statements
• Copy of Medical Insurance information (Medicare, Group Employer Plan, etc)
• Copy of Long-Term Care Policy
• Copy of Benefits Booklet/Summary from employer (Group Term, Disability, Critical Illness, etc)
• Copy of most recent Mortgage statement showing balance/terms (%, years)
• Copy of any personal loan statements (auto, student loans, credit cards, etc)
• Copy of Income Tax Return (Most recent year or 2 years if one year is unusual)
• Copy of Wills, Trust agreements, and Powers of Attorney for Property and Healthcare
• Copy of any investments in Crypto Assets
• Copy of any business agreements (Buy/Sell, Stock Options)
• Copy of Real Estate Tax statement
• Copy of any other assets, liabilities, insurance, or additional relevant data not included above