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Please upload your documents using our secure server. Send only those documents that apply to your situation.
- Two years most recent tax returns
- Pension statements with payout options
- Most recent account statements, not internet balances (if you pay it, own it, invest in it)
- All retirement account statements
- Loan documents showing term, interest rate, payment, total amount borrowed Credit card statements
- Cryptocurrencies and the statements that hold them (Gemini, Coinbase, Kraken, etc.)
- Insurance policies declarations page (s) – these pages show the premium, amount of coverage, dates of policy – please send for any policy purchased personally (health, life, disability, auto, homeowners)
- Stock Option/Grant statements showing grants and dates/exercise price/vesting schedule Deferred compensation (401k, 403b, 457, 409a plans)
- Social Security statements (you can get them online at www.ssa.gov)
- Employee Benefit booklet or summary description (if available on .pdf, please send it this way)
- Copy of any prior divorce property settlement agreement
- Current income for one (1) month (and paystub showing deductions)
- Real estate owned: location, date purchased, cost, current market value, and use of property (investment, primary home, etc.)
- Known or probable inheritances
- Rental income
- Promised charitable gifts
- Businesses – form, business tax returns, value of business, ownership
Please click the button below to securely upload your documents.