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List of Documentation of Assets
- Tax Returns Personal & Corporate (last 3 years)
- Partnership/Corporate Financial Statements (last 3 years)
- Payroll Stubs (last 3)
- Monthly/budget income and expenses list/chart/spreadsheet (last 12 months)
- Social Security Statement (most recent)
- Life Insurance Policies (copy of the policies & any addendums) & premium statement (most recent)
- Pension Plans (Defined Benefit & Defined Contribution) (booklets, contact person, most recent statements)
- All Employee Benefit and Executive Compensation Booklets and Statements
- Stock Options (most recent statement, booklets)
- Any Compensation Benefits Statements and contact person (last 3 years)
- Savings Account Statements for Individual, Joint, Business & Corporate Accounts (last 3 years)
- Statements regarding Securities, Money Markets, Brokerage, CD’s, Commodities, Mutual Funds, Investment Accounts, Annuities, Stocks & Bonds for Individual, Joint, Business & Corporate Accounts
- Wills, Trusts and Amendments or Codicils
- Business or Partnership Agreements
- Children’s Bank, Savings, Insurance and Investment Account Statement (last 3 years)
- Credit Card Statements for Individual, Joint, Business & Partnership Accounts (last 3 years)
- Loans of any kind for Individual, Joint, Business & Partnership Accounts (last 3 years)
- Listing of all non-investment assets own Individually, Jointly, by a Business or Partnership
- Information on any Cash or In-Kind Transactions for the last 3 years (e.g., barter)