Client Questionnaire Step 1 of 35 2% Your Personal and Contact InformationMarital Status*SingleMarriedDivorcedWidowedAnniversary DateYour Name* First Middle Last Your Date of Birth*Month123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920DL NumberSocial Security NumberYour Phone*Your Email Your Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Spouse's Personal and Contact InformationSpouse's Name First Middle Last Your Spouse's Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920DL NumberSocial Security NumberYour Spouse's PhoneYour Spouse's Email Your Spouse's Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Professional Contact InformationAccountant Name First Last Accountant Email Accountant PhoneEstate Planning Attorney: First Last Estate Planning Attorney Email Estate Planning Attorney PhoneOther InformationDo you own health insurance?YesNoDate of Updated Health InsuranceMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Do you own disability insurance?YesNoDate of Updated Disability InsuranceMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Have you named your beneficiaries?YesNoDate of Updated BeneficiariesMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Do you have a will?YesNoDate of Updated WillMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Do you have a trust?YesNoDate of Updated TrustMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920 Family Information - #1Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Spouse's Name First Last Family Information - #2Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Spouse's Name First Last Family Information - #3Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Spouse's Name First Last Family Information - #4Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Spouse's Name First Last Family Information - #5Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Spouse's Name First Last Beneficiary Information - #1Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarrussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Beneficiary Information - #2Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarrussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Beneficiary Information - #3Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarrussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Beneficiary Information - #4Name First Last RelationshipDate of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarrussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country GoalsGoals: Income - Employer IncomeYour Employer:Your Current Gross Monthly SalaryYour Projected Annual Salary Increase %Projected Retirement DateMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Retired Yes Spouse's Income - Employer IncomeYour Spouse's Employer:Your Spouse's Current Gross Monthly SalaryYour Spouse's Projected Annual Salary Increase %Your Spouse's Projected Retirement DateMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year20202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Is your spouse retired? Yes Social Security Benefits #1OwnerStrategyStart AgeLife or End DateGross Monthly BenefitProject COLA % Social Security Benefits #2OwnerStrategyStart AgeLife or End DateProject COLA %Gross Monthly Benefit Social Security Benefits #3OwnerStrategyStart AgeLife or End DateProject COLA %Gross Monthly Benefit Pension or Employer Sponsored Retirement Plan #1OwnerDescriptionStart AgeLife or End DateGross Monthly BenefitProject COLA %% to Survivor Pension or Employer Sponsored Retirement Plan #2OwnerDescriptionStart AgeLife or End DateGross Monthly BenefitProject COLA %% to Survivor Pension or Employer Sponsored Retirement Plan #3OwnerDescriptionStart AgeLife or End DateGross Monthly BenefitProject COLA %% to Survivor Retirement Assets #1OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #2OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #3OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #4OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #5OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #6OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #7OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #8OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #9OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly ContributionsRetirement Assets #10OwnerCompanyTax ClassInvestment TypeAllocation low at-risk Account ValueMonthly Contributions Additional Assets #1OwnerCompanyDescriptionValueAdditional Assets #2OwnerCompanyDescriptionValue Single Premium Annuities #1OwnerCompanyTax ClassPayoutModeAccount ValueBenefitStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Single Premium Annuities #2OwnerCompanyTax ClassPayoutModeAccount ValueBenefitStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Single Premium Annuities #3OwnerCompanyTax ClassPayoutModeAccount ValueBenefitStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Income Benefit Annuities #1OwnerCompanyTax ClassPayoutModeAccount ValueBenefitStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Income Benefit Annuities #2OwnerCompanyTax ClassPayoutModeAccount ValueBenefitStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Income Benefit Annuities #3OwnerCompanyTax ClassPayoutModeAccount ValueBenefitStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Portfolio InformationProjected Before Retirement Rate of Return %Projected After Retirement Rate of Return %Minimum Retirement FundsDesire Risk Level % Expenses - HouseholdMortgage PrincipalMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLife or [Type in End Date]Real Estate TaxesMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Homeowners InsuranceMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Home Equity LoanMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Association DuesMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]RentMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Renters InsuranceMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]UtilitiesMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Water and SewerMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Cable Phone InternetMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date] Expenses - Daily LivingFoodMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Dining OutMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]ClothingMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Personal CareMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date] Healthcare and InsuranceHealth InsuranceMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]PrescriptionsMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Life InsuranceMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Long Term Care InsuranceMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Disability InsuranceMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]VeterinarianMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date] TransportationAuto LoansMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Auto InsuranceMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]FuelMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]RepairsMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date] Debt and ObligationsCredit CardsMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]TuitionMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]AlimonyMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Child SupportMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date] EntertainmentParties and EventsMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Sports and HobbiesMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]Vacation and TravelMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]MembershipsMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date] MiscellaneousCharitable DonationsMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]GiftsMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date]OtherMonthly AmountInflation %Start Date Date Format: MM slash DD slash YYYY End DateLifeLife or [Type in End Date] LiabilitiesLiabilities #1OwnerCompanyDescriptionValueLiabilities #2OwnerCompanyDescriptionValue Future Cash FlowsFuture Cash Flows #1OwnerDescriptionModeTypeTaxationAmount% ChangeStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Future Cash Flows #2OwnerDescriptionModeTypeTaxationAmount% ChangeStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Future Cash Flows #3OwnerDescriptionModeTypeTaxationAmount% ChangeStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Future Cash Flows #4OwnerDescriptionModeTypeTaxationAmount% ChangeStart Date Date Format: MM slash DD slash YYYY End Date Date Format: MM slash DD slash YYYY Life InsuranceDoes Client Smoke? Yes No Health Concerns Existing Life Insurance InformationExisting Life Insurance Information #1OwnerCompanyTypeDeath BenefitMonthly PremiumCash ValueLife or End DateExisting Life Insurance Information #2OwnerCompanyTypeDeath BenefitMonthly PremiumCash ValueLife or End DateExisting Life Insurance Information #3OwnerCompanyTypeDeath BenefitMonthly PremiumCash ValueLife or End Date Existing Long-Term Care Coverage InformationExisting Long-Term Care Coverage Information #1OwnerCompanyTypeStart Date Date Format: MM slash DD slash YYYY Daily BenefitYearsInflation %PremiumExisting Long-Term Care Coverage Information #2OwnerCompanyTypeStart Date Date Format: MM slash DD slash YYYY Daily BenefitYearsInflation %PremiumExisting Long-Term Care Coverage Information #3OwnerCompanyTypeStart Date Date Format: MM slash DD slash YYYY Daily BenefitYearsInflation %Premium * I hereby attest that the information on the client data form has been provided by me and to the best of my knowledge is accurate. I further understand that the information provided will be used with your retirement software to create my retirement analysis. I understand fixed-only licensed insurance agents may not suggest the sale of an insurance product based upon the sale or liquidation of securities products. Proper register registrations are required for such recommendations and sales. The information gathered with this form will be used for the sole purpose of helping create a financial strategy for your retirement. The financial professional providing the analysis does not provide tax or legal advice. Priori to making any financial decisions consumers should obtain tax or legal advice from a qualified professional. Client Name* First Last Date* Date Format: MM slash DD slash YYYY Client Name First Last Date Date Format: MM slash DD slash YYYY Agent Name* First Last Date* Date Format: MM slash DD slash YYYY This iframe contains the logic required to handle Ajax powered Gravity Forms.
