USE FULL LEGAL NAME.USE "JT" IF BOTH SPOUSES ARE THE PARENTS ,"H" IF HUSBAND IS THE PARENT,"S" IF A SINGLE PARENT
Please rate the following as to how important they are to you:
(H high concern, S some concerned, L low concern, N/A no concern or not applicable)
TYPE: Any interest in real estate including your family residence, vacation home, timeshare, vacant land, etc.
TYPE: Checking Account "CA", Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM”. Please do not include your IRA or 401(k) information here, as you will be asked in another section. (indicate type below).
Note: If Account is in your name (or your spouse’s name) for the benefit of a minor, please specify and give minor’s name.
TYPE: List any and all stocks and bonds you own. If held in a brokerage account, lump them together under each account. (indicate type below)
TYPE: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K). ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.
TYPE: Other property is any property that you have that does not fit into any listed category.
Please add any additional worth (ie. Valuable personal property, money owed to you, expected inheritances, annuities, any other special facotrs which may affect your situation)