Insights

document checklist

____ Brokerage & Mutual Fund Statements

____ Bank Statements

____ Investment Basis Information
____ 401(k) Account Statements
____ 529 College Savings Account Statements with beneficiary date of birth
____ Company Stock Option, Restricted Stock, RSU grant information

____ Investment Real Estate Information
____ Investment Partnership Information
____ Federal & State Income Tax Returns
____ W-2 Forms
____ Recent Pay Stub
____ Company Benefits Information
____ Mortgage Statement

____ HELOC Statement
____ Life Insurance Policies
____ Disability Insurance Policies
____ Long-Term Care Insurance Policies

____ Health Savings Account (HAS) statement

____ Trust Documents
____ Current Wills
____ Gift Tax Returns
____ Social Security Statement or description of benefits