Checklist of Items for Comprehensive Planning Solutions
1. Completed Confidential Client Questionnaire
2. Copies of all account statements including:
- All Retirement Plans (IRAs, 401(k)s, Roth IRAs, 403(b)s, etc.)
- Bank and Money Market accounts
- Certificates of Deposit
- A personal financial statement
- Investment Accounts (individual, joint, held in name of trust, etc.)
- State Retirement (such as PERA) and Education Retirement (ERB)
- Annuities
- Savings bonds and any other investments
- Information on investment real estate
- Any notes receivable and real estate contracts
- Social security statements
- 529 College Savings Plans
- Beneficiary designations for all retirement accounts
3. Copies of all estate documents including:
- Wills and Revocable Living Trusts
- Charitable Trusts
- Powers of Attorney and Living Wills
- A/B Trusts, QTIP Trusts, GRATs, etc.
4. Copies of all insurance policies including face value, cash value, premiums, duration for term policies for:
- Individually-owned life policies on you and your spouse
- In force statements or annual statement of policy value for life insurance
- Information on group life policies through your employer
- Disability and Long Term Care policies
- Information on umbrella liability policies