Name *
Name
Spouse's Name
Spouse's Name
Indicate amounts held in each account, where the accounts are held, and indicate the owner of the account (you, spouse, or joint).
Indicate amounts held in each account, where the accounts are held, and indicate the owner of the account (you, spouse, or joint). Example: Me: $4,111 Chase savings, $2,987 Chase checking. Spouse: $10,056 Ally Bank savings, $1,000 Ally Bank checking.
Indicate amounts in 401(k)s, 403(b)s, 457s, Roth IRAs, IRAs, SEP IRAs, SIMPLE IRAs and any other tax advantaged retirement accounts. Please also include the institution where they are held. Example: Me: 401(k) from previous employer at Principal: $42,567, current 401(k) at Vanguard: $1,245, Roth IRA at Bank of America: $5,555. Spouse: current 401(k) at Fidelity: $11,895, rollover IRA at Vanguard: $76,303.
These are mutual funds or stocks held in taxable accounts at an institution or with an advisor or broker. Wealthfront, Betterment, Fidelity, Schwab, etc. Please also include the institution where they are held. Example: Me: Mutual fund portfolio at Betterment: $15,029, Inherited stock at Fidelity: $33,330.