The Documents Request List

Corporation Documents Requested

• Last Two Company Tax Returns
• Census on the employees
• Retirement Plan
• Last 5500’s filed
• Copy of Health Plan
• Last “list” bill for health insurance
• Claims history for last 12 months
• Profit Loss Statement Current year to Date
• Buy/ Sell Agreement

Individuals Documents Requested

• Current Estate Planning Documents
• Last personal tax returned filed (IRS Form 1040)
• Current personal financial statement
• Disability insurance policy statements
• Health insurance policy statements
• Property insurance policy statements
• Casualty insurance policy statements
• Summary of any life insurance in force
• Spendable income needs for a typical month

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