NOTE: When filling out these forms, please save it to your computer, close the pdf file and then reopen the pdf file from your computer. Insert your name, save and close the pdf file. Reopen and confirm that your name appears. Some users have reported that they filled out the entire form before saving to their computer; and then the form was blank when re-opened.
If you have the requested information in another format, you can attach that format. There is no need to use our format.
We are interested in types of assets and liabilities more than exact dollar values. For example, is your IRA a ROTH or Traditional IRA versus whether it has $75,000.00 or $85,000.00 in value.