Use this list to guide you in gathering much of the information you'll need for your first appointment at uFinancial Group.

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CHECKLIST FOR YOUR FIRST UFINANCIAL GROUP MEETING

 

 

Personal, Legal, and Estate Planning Documents

 

___  Current Wills and Trusts

 

___  Business Agreements (if appropriate)

 

 

Employment Documents

 

___  Group Insurance Booklet/Summary Sheet                                                                             

 

___  Pension or Profit Sharing Information/Annual Statement and Retirement Projections 

 

___  Deferred Compensation, Split Dollar or Other Benefit Agreements   

                                

 

Personal Financial Documents

 

___  Real Estate / Automobile / Other Tangible Assets                                                                 

 

___  Investment Statements                                                                                                               

 

___  Loan Information, i.e. Interest, Term, Amount                                                                        

 

___  Last Year’s Tax Returns                                                                                                             

 

___  Most Recent Financial Statements                                                                                          

 

___  Paycheck Itemized Withholding Stub for Each Working Spouse                                       

 

___  Social Security Estimate                        

                                                                                     

 

Insurance Information

 

___  Life Disability Policies, Long Term Care, and Medical Insurance Owned Either Personally or by Your Employer                                                                                                                                      

 

___  Life Disability Policies, Long Term Care, and Medical Insurance on Other Family Members   


___  Dividend Statements on Above Contracts


 

 

 

 

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