Note: Mason & Associates, LLC does not provide legal, accounting, or tax advice. You should consult your own legal, accounting, or tax professional for such advice.

{payrollHeader}{primaryIncome}{spouseIncome}{ssHeader}{selfSocial}{spouseSocial}

Income Tax Returns (Past Two (2) Years)
{selfTax}{spouseTax}{benefitsHeader}{selfRetirement}{spouseRetirement}{selfInsurance}{spouseInsurance}{selfPension}{spousePension}{maritalHeader}{selfMarital}{spouseMarital}

Insurance(s), Annuity Contracts, and Annual Statements
{selfLife}{spouseLife}{selfDisability}{spouseDisability}{selfGroup}{spouseGroup}{selfAnnuities}{spouseAnnuities}{selfLongterm}{spouseLongterm}

Savings and Investment Statements
{selfThrift}{spouseThrift}{selfIras}{spouseIras}{selfMutual}{spouseMutual}{selfBrokerage}{spouseBrokerage}{self401k}{spouse401k}{self403b}{spouse403b}{selfPension207}{spousePension226}{selfVoluntary}{spouseVoluntary}{selfOther}{spouseOther}{mortgageStatements211}

*** Be sure to have the following items available to you during your meeting:

  Driver's License
  VRS Member Benefit Profile (Available Online)
  Federal Employee Personal Statement of Benefits (EBIS) (Available Online from OPM)

Tips for Best Document Quality:

1. Ideally, use a scanner for the best quality.

2. If you do not have a scanner, use a scanner app on your smartphone like the free Adobe Scan app for Android and iOS.

3. If neither of the above options works, please take a photo of your documents on a flat, solid-colored surface like a table, countertop or floor in a well-lit area with no shadows over your documents.