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New or Updated Documents Checklist

Personal Identification

• Driver’s license or state-issued ID

Income Documentation

• Most recent tax returns (last 2 years)

• Recent pay stubs (if currently employed)

• Recent pension statements (if applicable)

• Documentation of other income sources (e.g., rental income, alimony)

Retirement Accounts

• Recent statements for each retirement account:

  • 401(k) plans

  • Traditional and Roth IRAs

  • Other employer-sponsored plans (e.g., 403(b))

Investment Accounts

• Recent statements for any regular brokerage accounts

Bank Accounts

• Recent statements for checking and savings accounts

• Information about any certificates of deposit (CDs)

Insurance Policies

• Current statements for:

  • Annuities

  • Life insurance policies

  • Long-term care (LTC) insurance

Other Financial Documents

• Recent statements for any health savings accounts (HSAs)

• Documentation of any outstanding debts (e.g., mortgages, student loans, credit cards)

• Any estate planning documents (wills, trusts, powers of attorney)

• Previous financial plans or statements (if available)

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