Personal Financial Planning Questionnaire

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1 Part I: Personal and Family Information 1. Your General Information Your Full Name Your Date of Birth Your Place of Birth Your State of Residency s Full Name s Date of Birth s Place of Birth s State of Residency Mailing Address Permanent Address 2. Do you have any children? Yes No If yes, please complete the table below: Name Birthdate Dependent Yes No 3. Do you have any grandchildren? Yes No If yes, please complete the table below: Name Birthdate Dependent Yes No 1

2 4. Does anyone other than your children depend financially on you or your spouse? Yes No If yes, please complete the table below: Name Birthdate Relationship 5. Do any members of your family or any dependents have significant health problems? Yes No If yes, please explain: 6. Advisors Attorney Name Phone Number Banker/Banking Institution Insurance agent Stockbroker Trust Officer 2

3 7. Current Employment Company Position Years Employed You 8. Endeavors Are you or your spouse engaged in any professional activities, paid or unpaid, outside of your main employment (e.g., moonlighting, board memberships, volunteer work, professional association memberships, etc.)? Yes No If yes, please explain: Part II: Assets Instructions: List the dollar value of your assets and the date of each value. 1. Cash on Hand $ As of date 2. Cash Accounts Type of Account Checking Account Savings Account In Your Name In s Name Joint with As Of Date CDs Money Market Funds Treasury 3

4 Type of Account Securities U.S. Savings Bonds Non-Retirement Brokerage Accounts (stocks, bonds, mutual funds) In Your Name In s Name Joint with As Of Date 3. Receivables (i.e., money owed to you and/or your spouse) Description Amount Maturity Date As Of Date Notes Receivable Receivable 4. Retirement Accounts IRA Traditional Description Vested You Vested As Of Date IRA Roth IRA After Tax non-roth Keogh Plan Pension Plan Profit-sharing Plan ESOP 4

5 TSP Description Vested You Vested As Of Date 401K 403b 5. Real Estate owned personal use Personal Residence 1 Price Paid Approx. Market Mortgage(s) & Home Equity Loans Outstanding Interest Rate & Term Monthly Payment As Of Date Personal Residence 2 Vacation Home 1 Vacation Home 2 6. Real Estate owned investment (excluding limited partnerships) Undeveloped Land #1 Cost Approx. Market Mortgages & Home Equity Loans O/S Interest Rate & Term Monthly Payment As Of Date 5

6 Undeveloped Land #2 Cost Approx. Market Mortgages & Home Equity Loans O/S Interest Rate & Term Monthly Payment As Of Date Income Producing/ Investment #1 Income Producing/ Investment #2 7. Limited Partnership Interests Real Estate Description & Earnings Date Acquired Capital Contribution Made Oil/Gas 8. Closely-held business interests (please attach recent financial statements) Description: Date acquired: Percent owned: Estimated Fair Market : 6

7 9. Investments Description Ownership (you, spouse, joint) Estimated Fair Market As of Date 10. Personal Property Furniture and Household Goods Jewelry and Furs Automobiles, Trailers, etc. Boats, Aircraft, etc. Art and Antiques Collectibles Items (of significant value): Estimated Fair Market Recently Appraised Yes No Part III: Insurance Coverage 1. Life Insurance other than through employer You Whole life/ universal life Term Insurance Select: (specify) Face Cash Surrender Beneficiary Policy Owner 7

8 Whole life/ universal life Term Insurance Select: (specify) Face Cash Surrender Beneficiary Policy Owner 2. Life Insurance employer sponsored You 3. General Insurance Face Beneficiary Are you and/or your spouse covered by the following insurance? Hospitalization, major medical, HMO Long-term care Short-term personal disability Long-term personal disability Personal umbrella liability Professional liability Director s liability Automobile Homeowner s or renter s Specified personal property (for valuables) You Yes No Yes No 8

9 Part IV: Liabilities Please exclude real estate mortgages and home equity loans identified in Part II. Loans Term Amount Owed As Of Date Monthly Payment Ownership (you, spouse, joint) Bank loans Student loans Insurance policy loans Personal loans Consumer Credit Installment debt Major credit cards Store charges unpaid bills Brokers margin accounts Alimony Child Support obligations Charitable pledges 9

10 Part V: Income Sources 1. Employment Income/Deductions (Current Year) Please respond to the following in annual amounts: Income You Gross Salary Bonus Commissions Self-employment Estimated % increase over next 3 years Please respond to the following in per pay period amounts: How often are you paid? Payroll Deductions You Federal Tax Withheld State Tax Withheld FICA Tax Withheld Medicare Withheld Medical Insurance Life Insurance Union Dues 2. Income from Investments (Current Year) Interest taxable Interest non-taxable Dividends Rental income net Partnership distribution income Annuities Trusts & estates Social Security benefits Pension You Joint 10

11 Do you expect your income from investments for the current year to remain relatively the same for future years? Yes No If no, please explain: 3. Miscellaneous Income (Current Year) Gifts from others Sale of assets Alimony Child Support You Joint Do you expect your miscellaneous income for the current year to remain relatively the same for future years? Yes No If no, please explain: 4. Borrowing and credit considerations Do you or your spouse have a line of credit with a bank? Are you aware of how the credit bureaus rate your personal credit? Are you considering making a major durable goods purchase (car, boat, appliance, etc.) in the near future? Are you considering the purchase of a home (residence, vacation, investment, etc.) in the near future? Are you considering any major home improvements? Are you considering the purchase of a vacation time share? Have you or your spouse considered leasing a personal automobile? Are you considering securing a home equity loan? Yes No 11

12 Part VI: Expenditures Please complete the following table: Housing Monthly Payment Home Owner s/renter s Insurance Real Estate Taxes Telephone Internet Cable Cellular Utilities Repairs/Maintenance Transportation Car Payments Repairs/Maintenance Insurance Gas Taxis Medical Medical Insurance Long-Term Care Insurance Out-of-pocket doctors/dentists Insurance Life Personal Liability Disability Debt Payments Credit Cards Personal Loans (non-car) Recreation Dining Out Vacations Sporting Events Cultural Events Current Annual Expenditures Expected Retirement Expenditures 12

13 Miscellaneous Food Clothing Education Gifts Charitable Contributions Personal Grooming Allowances Hobbies Current Savings Traditional IRA Roth IRA After-Tax IRA Keogh or other self-employment retirement 401k/403b/TSP College Fund(s) Part VII: Retirement Planning Current Annual Expenditures Expected Retirement Expenditures If you are already retired, please skip this section and proceed to Part VIII. At what age do you and your spouse plan to retire? You You Yes No Yes No Have you invested in tax-deferred annuities or are you considering doing so? Are you taking full advantage of elective deferrals (e.g., 401k, 403b, TSP plans)? Do you expect to receive any inheritances? Have you estimated how much income you will have at retirement? If you have estimated your retirement income, do you think it s sufficient to live on? Please answer the following questions only if you are over 50 years old: Are you eligible for Social Security benefits? Will you have the option of taking a lump-sum pension payment at retirement? Have you considered alternate places for living when you retire? 13

14 Please describe your plans for retirement. Include a description of your retirement lifestyle: Part VIII: Estate Planning Wills Do you have a will? Are there any amendments to the will? Are you planning to make any changes to the will? Is the will up-to-date? Have you designated the distribution of personal property to heirs? Trusts Do you receive income from any trust? Have you created a trust except as part of your will? Do you expect to be named a beneficiary of a trust? Do you have a letter of instructions that provides information about insurance policies, investments, funeral preferences, etc? Have you discussed the contents and whereabouts of your will and letter of instructions with your immediate family? If applicable, have you appointed a financial guardian for your children? Have you established an adult guardianship arrangement for yourself in the event you become disabled or mentally incompetent? Part IX: Planning, Recordkeeping, and Taxes You Yes No Yes No Does your tax situation require immediate, large tax write-offs? Are you satisfied with your personal record-keeping system? Do you have a safe-deposit box for storage of valuables? Do you have a comprehensive and up-to-date inventory of your household furnishings and possessions? Yes No 14

15 Do you have a list of the contents of your wallet or purse? Does your spouse have a list of the contents of his/her wallet/purse? Do you periodically prepare a personal balance sheet; i.e., a listing of your assets and liabilities? Do you periodically prepare a household budget that lists expected income and expenses? Do you prepare your own income tax return? Do you consider yourself knowledgeable on tax-saving techniques and the latest changes in the tax law? In your opinion, is your personal record-keeping system adequate enough to be useful in preparing your tax return? Do you keep a notebook to record misc. tax-deductible expenses? Are you familiar with the potential benefits of tax-sheltered investments? Part X: Accuracy of Information Supplied Overall, how would you classify the information provided in this questionnaire? Very accurate Based on estimates that are reasonably accurate Based on rough estimates Date Completed: Notes Yes No 15

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