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.
1) Tax Return2) 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 Statements6) 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)
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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 Policies12) Medical and Disability Insurance Policies13) Wills and Trusts14) Business Ownership Documents (e.g articles of incorporation, limited partnership agreements)
15) Other Asset Documents (i.e. all other pertinent financial documents not listed)
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