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Most Recent Payroll Stub
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Previous Three Years' Tax Returns (Federal & State)
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W-2s (Statment of Earnings)
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1099s (income info statement, if applicable)
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Company Benefits
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Plan Booklets
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Group Benefits (Life, Disability, etc)
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Pension Plans
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Retirement 401(k) and/or 403(b) plans - Projections of Retirement
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Most Recent Mutual Fund Statement(s)
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Most Recent Stock or Bond Statement(s)
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Most Recent Bank Statement(s)
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IRA Information
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Most Recent Annuity Statement(s)
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Other Investment Information
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Other Retirement Plans
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Social Security Annual Benefit Report
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Most Recent Home Mortgage Statement
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Rental Agreements
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Other Real Property Mortgage Statements
Personal Information & Property Value
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Furnishings
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Collecibles
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Clothing
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Coin Collections
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Art
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Other Valuables
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Most Recent Life Insurance Statement(s)
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Health Insurance Benefit (Plan Sumary/Booklet)
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Most Recent Disability Insurance Statement (non-group)
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Most Recent Long-term Care Insurance Statement
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Property & Casualty
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Automobile
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Previous Three Years' Tax Returns
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Profit & Loss Statement
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Previous Three Years' Balance Sheets
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Buy-Sell Agreement(s)
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Deferred Compensation
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Stock Option/Bonus Plan
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Partnership Agreements
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LLC Documents
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Wills
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Trust Agreement(s)
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Separation and/or Divorce Decree(s)
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Property Settlement Papers
- Any other pertinent financial information
Insurance products issued by Principal National Life Insurance Co. (except in NY). Principal Life Insurance Co .. and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. Betty Schuster, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Schuster Financial Services is not an affiliate of any company of the Principal Financial Group®. 654005-112018