Retirement Accounts (401k, Most recent Statement. 403b,IRA, Keogh, SEP, Profit Sharing, Employer or Custodian of the account; Date you became active in Pension, etc.) the plan, other relevant details. Notes or Accounts Receivable (by you) Full documentation showing other party involved & relationship to Mortgages, Land Contracts, etc. you, current value, interest rate, payment amount, etc. Business Interests such as a Full description of the Interest incl. ownership, form of business, – corporation. LLC, partnership, market cost basis, estimated annual income or loss, etc. sole proprietorship, etc. Collections or other Personal Property Description, estimated dates of acquisition, cost basis and current of Particular Significance: Cars, fair market value. Appraisals if available. Jewelry, Coins, Artwork, Antiques etc. Documentation of the liability, original and current balances, terms and conditions (including due dates) Other Liabilities: e.g. Support Obligations, Charitable Pledges, Tax Obligations Please provide FULL, legal name, address, phone, and e-mail information for each intended beneficiary of your estate. Social Security Numbers will, ultimately, be required also.
Retirement Accounts (401k, 403b,IRA, Keogh, SEP, Profit Sharing, Pension, etc.) Most recent Statement. Employer or Custodian of the account; Date you became active in the plan, other relevant details. Notes or Accounts Receivable (by you) Mortgages, Land Contracts, etc. Full documentation showing other party involved & relationship to you, current value, interest rate, payment amount, etc. Business Interests such as a corporation. LLC, partnership, sole proprietorship, etc. Full description of the Interest – incl. ownership, form of business, market cost basis, estimated annual income or loss, etc. Collections or other Personal Property of Particular Significance: Cars, Jewelry, Coins, Artwork, Antiques etc. Description, estimated dates of acquisition, cost basis and current fair market value. Appraisals if available. Other Liabilities: e.g. Support Obligations, Charitable Pledges, Tax Obligations Documentation of the liability, original and current balances, terms and conditions (including due dates) Please provide FULL, legal name, address, phone, and e-mail information for each intended beneficiary of your estate. Social Security Numbers will, ultimately, be required also.
CEPI-FORM-for-COUPLES-JAN-15-PFW.docx