If you are currently retired, please bring the information listed below:

• Most recent tax return
• Current investment statements
• Maturity dates and current yield of certificates of deposit
• Cost basis of all assets: stocks, bonds, real estate
• In-force illustrations for life and long-term care insurance policies
• Annuity contracts (most recent statements)
• Trust and estate planning documents
• Social security numbers, dates of birth, and addresses of any individuals you may consider naming as beneficiaries
• Debt information: balances and interest rates
• Social Security benefit amount
• Total annual expenditures please use the worksheet below

(please be sure to include all living expenses, taxes, vacations, healthcare, and miscellaneous expenses)

If you are currently working, please bring the information listed below:

• Most recent tax return
• Current investment statements
• Maturity dates and current yield of certificates of deposit
• Cost basis of all assets: stocks, bonds, real estate
• In-force illustrations for life, disability, and long-term care insurance policies
• Annuity contracts (most recent statements)
• Trust and estate planning documents
• Social security numbers, dates of birth, and addresses of any individuals you may consider naming as beneficiaries
• Debt information: balances and interest rates
• Social Security estimated benefits report (available on ssa.gov website)
• Current employer-sponsored retirement plan statement, including investment options and your contribution amounts, percentage you are contributing, and percentage your employer is contributing.
• If you are doing a direct rollover of a former employer-sponsored retirement plan(s), please contact the Human Resources office of the former employer and ask for appropriate forms.
• Current annual expenditures – please use the worksheet below
• Estimated annual expenditures during retirement

(please be sure to include all living expenses, taxes, vacations, healthcare, and miscellaneous expenses)