Karstens Financial Checklist

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Your Name

Financial Documents-

Please use this area to fill in any financial products and statements you might have
Saving or Checking Accounts
Money Market
Certificate of Deposit
IRA (Roth or Traditional)
401(k) or 403(b)
Old Retirement Accounts (previous employer)
Savings Bonds
Annuities
Stocks
Mutual Funds
Other:
Click or drag files to this area to upload. You can upload up to 25 files.

Insurance Policies or Statements

Please use this area to fill in any insurance policies or statements you might have.
Car Insurance
Home Insurance
Investment Property Insurance
Business Insurance (All types BOP, Work Comp, GL, Cyber, Professional)
Life Insurance (Work)
Life Insurance (Personal)
Umbrella or Liability Insurance
Disability Insurance (Work or Personal)
Medical Insurance
Other:
Click or drag files to this area to upload. You can upload up to 25 files.

Real Estate

Primary Residence Property Tax Statement
Raw Land Property Tax Statement (Farm, Oil, Hunting, Family)
Vacation Property - Tax Statement
Business and or Other Property Tax Statement
Other:
Click or drag files to this area to upload. You can upload up to 25 files.

Mortgage and Other Debt Statements

Mortgages Statement
Home Equity Statement
Car Loan or Loans
Credit Card or Cards
Vacation Property Loan
Investment Property Loan or Loans
Raw Land Loan
Student Loan
Personal Loan
Other:
Click or drag files to this area to upload. You can upload up to 25 files.

Other Documents

Last Years Tax Returns
Paycheck stubs
Wills and/or Trusts
Social Security Statement
Business Statements or Agreements
Other:
Click or drag files to this area to upload. You can upload up to 25 files.