File Sharing with Truepoint

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  1. Driver’s license(s)
  2. Income tax returns (federal, state, local) last two years
  3. Recent pay stub(s) or pension statement
  4. Social Security statement(s)
  5. Statement(s) of bank account(s)
  6. Statement(s) of investment accounts (including cost basis)
  7. Statement(s) of retirement plan assets (IRA, 401(k), 403(b), pension plan, etc.)
  8. Children’s account statement(s) (529s and custodial accounts)
  9. Equity compensation statement(s) (Stock options, RSUs, Employee Stock Plan)
  10. Mortgage statement(s)
  11. Life insurance policy information and beneficiary designation(s)
  12. Long-term disability policy information
  13. Long-term care insurance policy information
  14. Auto, homeowner, umbrella liability declarations pages
  15. Estate planning documents (Wills, Trusts, Powers of Attorney, Living Wills, ILITs)
  16. Gift tax returns (all previously filed)