Individual Documents

2020 Plan Year Preliminary Paperwork

This paperwork needs to be completed and either:

  1. Returned via email/fax/mail PRIOR to your “Phone Appointment”
  2. or brought with you for your “In Office Appointment”

2020 Income Reporting FormIncome Reporting Form (2016) - Fillable

Client Information Form Client Information Form - Fillable

2020 Life Event Attestation 2016 Life Event Attestation - Fillable(Only needed for appointment dates from Dec 16th 2019 – Oct 31st 2020)

2019 Plan Year Preliminary Paperwork

This paperwork needs to be completed and either:

  1. Returned via email/fax/mail PRIOR to your “Phone Appointment”
  2. or brought with you for your “In Office Appointment”

2019 Income Reporting FormIncome Reporting Form (2016) - Fillable

Client Information Form Client Information Form - Fillable

2019 Life Event Attestation 2016 Life Event Attestation - Fillable(Only needed for appointment dates from Dec 16th 2018 – Oct 31st 2019)