FINANCIAL DOCUMENT CHECKLIST

A complete set of your household's most recent and up-to-date financial documents helps AFP assess your current financial condition.

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1)  Tax Return

2)  Pay Stubs

       (2 pay periods)

3)  Bank Account Statements

       (e.g. checking, savings, money market, CD)

4)  Brokerage Account Statements

       (e.g. taxable, IRA, rollover IRA)

5)  Mutual Fund Statements

6)  Retirement Plan Statements

       (e.g. 401(k), 403(b), 457(b), profit sharing, social security)

7)  Loan Statements

       (e.g home, auto, education, personal)

8) Credit Card Statements

       (3 months)

9)  Employee Benefit Booklets and Statements

       (e.g. health, vision, dental, disability, life/AD&D insurance)

10)  Homeowner and Auto Insurance Policies

          (note: declaration and premium pages only)

11)  Life and Long Term Care Insurance Policies

12)  Medical and Disability Insurance Policies

13)  Wills and Trusts

14)  Business Ownership Documents

          (e.g articles of incorporation, limited partnership agreements)

15)  Other Asset Documents

          (i.e. all other pertinent financial documents not listed)