File Sharing with Truepoint

Please use this form to securely share documents with the Truepoint team. Or, if you prefer, we can have a courier service pick up the documents from you. Please upload copies of the following documents:

  • Income tax returns (federal, state, local) for past two years
  • Statement(s) of wages or pension/pay stub
  • Investment account statement(s)
  • Retirement plan statement(s)
  • Statements of children’s accounts: 529s, custodial accounts
  • Stock option/RSU statement(s)
  • Estate planning documents (Wills, Trusts, Powers of Attorney, Living Wills, ILITs)