Name of spouse:
Has your contact info changed?
Has your US bank account info changed?
Enter bank name
Enter account number
Enter routing number
Has the amount of people living in your home changed?
Has your/your family’s US immigration status changed?
became US citizen
- received Greencard
- gave Greencard back
- renounced US citizenship
- other (if other, then provide line to type info)
Are you, your spouse, or other persons who live with you or who you support financially enrolled in college/university in the US?
Did you buy or sell your primary residence or any other real estate last year anywhere in the world?
Which types of income did you have last year?
Select if you have this type of income
Salaries / Wages
Self-employed Business Income
Profit distribution from companies
Social Security Benefits
Distributions from real estate investments
Distributions from estates or trusts
Distributions from life insurances or annuities
Inheritances / Gifts ($100,000 or more)
Did you sell, buy, inherit, receive as a gift, give as a gift ownership rights in a business, corporation, limited liability company, partnership trust or any other entity where you owned or now own 10% or more?
Have you made gifts of $15,000 or more to any person?
Are you contributing to a retirement plan, retirement savings account or other retirement fund?
Do you have a US Health Savings Account / Medical Savings Account?
Have you bought or sold crypto currency?
Has anything else changed that you want us to know about?
Should be Empty: