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First Year Questionnaire
Name:
*
First Name
Last Name
Email
*
example@example.com
Marital Status
*
Single
Married
Divorced
Widowed
Do you have minor children, or children that you support financially?
*
Yes
No
Do you financially support any other persons?
*
Yes
No
Do you own a company OUTSIDE the US?
*
Yes
No
Please list the names of the companies you own interest in:
*
Do you own a company IN the US?
*
Yes
No
Please list the names of the companies you own interest in:
*
Are you self-employed?
*
Yes
No
Please list the name of activity/business:
*
Please list a description of the activities of the business:
When was the business started?
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Is the business active or dormant?
Active
Dormant
Do you have bank accounts outside the US?
*
Yes
No
How many checking accounts?
*
How many savings accounts?
*
How many investment accounts?
*
How many retirement savings accounts?
*
How many construction savings accounts?
*
How many other accounts not listed above?
*
Do you have signature authority on any bank accounts outside the US? (For example: companyaccounts, parents’ accounts, children’s accounts)
*
Yes
No
How many checking accounts?
*
How many savings accounts?
*
How many investment accounts?
*
How many retirement savings accounts?
*
How many construction savings accounts?
*
How many other accounts not listed above?
*
Do you have life insurance contracts OUTSIDE the US?
*
Yes
No
Checking either one or both
*
Term Life
Whole Life
How many whole life policies?
*
Do you have life insurance contracts IN the US?
*
Yes
No
Checking either one or both
*
Term Life
Whole Life
How many whole life policies?
*
Do you have pension insurance contracts, pension funds or similar OUTSIDE the US?
*
Yes
No
Please provide details
*
Do you have pension insurance contracts, pension funds or similar IN the US?
*
Yes
No
Please provide details
*
Do you have a US Last Will?
*
Yes
No
Do you have a US trust?
*
Yes
No
Are you associated with a trust outside the US?
*
Yes
No
Submit
Should be Empty: