DOCUMENT CHECKLIST

•Financial or written investment plan
•List of all CDs (include maturity dates, interest rates)
•List of all checking, savings, and money market accounts with values
•List of all U.S. Government and U.S. Treasury Bonds held by you
•List of annuity contracts with values
•Most recent monthly statement from each brokerage account
•Most recent Social Security statements (you can sign up to receive your statements electronically at http://ssa.gov/mystatement/)
•Most recent year’s Federal Tax Return
•Statement from all IRAs and pension accounts, as well as any Roth IRAs, e.g., TSP, 401(k), 403(b), etc.
•Paystubs, if you are receiving wages
•Will(s), Trust(s), Power of Attorney documents

Note:
Please bring the documents listed above with you to your scheduled meeting. This will make our time with you more productive.