Please fill out Information Checklist online as completely as possible and then click SUBMIT at the bottom of the form. After you press SUBMIT, you will receive an email with a copy of the Information Checklist for you to print for your records (make sure you provide an email address in the checklist).
If you need more time to fill out the questions, go ahead and SUBMIT an incomplete form and you will receive an email with a link to go back and finish completing the form (make sure you provide an email address in the checklist).
** Please do not PRINT this checklist using Ctrl-P or the PRINT button on your browser because additional questions will appear based on your online answers (for example - "Are you married" or "Do you have children" will prompt additional questions to appear) so it is important that you answer all questions online. **
Please submit your Information Checklist at least 24 hours in advance of your meeting.
If you prefer to print and fill out the Information Checklist manually, please click here for a PDF of the Information Checklist to print and fill out and bring to your meeting.