Our clients are guided step by step through all of the rules and regulations involved. Time and organization are the keys; here are some of the types of information we will discuss during our meetings; a complete list of required documentation is provided as part of our services.
- Proof of citizenship
- Copy of life insurance policies
- Copy of all health insurance cards and premium bills paid monthly or quarterly
- Proof of all current GROSS income including pensions, annuities, Veterans benefits, Railroad Retirement
- Bank statements, stock information, CD’s and IRA’s on all open accounts, etc.
Note, this abbreviated listing serves to identify the many types of information our team will cover with you; a complete list of required documentation is provided as part of our services.