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Upload a Summary of Assets and Liabilities

Upload a copy of your investment statement

Upload a scrreenshot or copy of your Retirement Plan statement (showing investment options)

Upload a copy of your annuity statement

Upload a copy of last 2 years' tax returns (schedules included)

Upload a recent mortgage statement

Upload a copy of will/trust and Power of Attorney

Upload a copy of summary of insurance policies (life, disability, long term care only)

Upload a copy of paycheck stubs for the last 30 days

Upload a copy of drivers licenses OR passport OR birth certificate