Karstens Financial Checklist Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Your Name *FirstLastEmail *Financial Documents- Please use this area to fill in any financial products and statements you might haveSaving or Checking AccountsHave & UploadedDo Not Have AnyHave but will review laterMoney MarketHave & UploadedDo Not Have AnyHave but will review laterCertificate of DepositHave & UploadedDo Not Have AnyHave but will review laterIRA (Roth or Traditional)Have & UploadedDo Not Have AnyHave but will review later401(k) or 403(b)Have & UploadedDo Not Have AnyHave but will review laterOld Retirement Accounts (previous employer)Have & UploadedDo Not Have AnyHave but will review laterSavings BondsHave & UploadedDo Not Have AnyHave but will review laterAnnuitiesHave & UploadedDo Not Have AnyHave but will review laterStocksHave & UploadedDo Not Have AnyHave but will review laterMutual FundsHave & UploadedDo Not Have AnyHave but will review laterOther:Have & UploadedDo Not Have AnyHave but will review laterUse This to Upload Any Financial Documents you might have Click or drag files to this area to upload. You can upload up to 25 files. Insurance Policies or StatementsPlease use this area to fill in any insurance policies or statements you might have. Car InsuranceHave & UploadedDo Not Have AnyHave but will review laterHome InsuranceHave & UploadedDo Not Have AnyHave but will review laterInvestment Property InsuranceHave & UploadedDo Not Have AnyHave but will review laterBusiness Insurance (All types BOP, Work Comp, GL, Cyber, Professional)Have & UploadedDo Not Have AnyHave but will review laterLife Insurance (Work)Have & UploadedDo Not Have AnyHave but will review laterLife Insurance (Personal)Have & UploadedDo Not Have AnyHave but will review laterUmbrella or Liability InsuranceHave & UploadedDo Not Have AnyHave but will review laterDisability Insurance (Work or Personal)Have & UploadedDo Not Have AnyHave but will review laterMedical InsuranceHave & UploadedDo Not Have AnyHave but will review laterOther:Have & UploadedDo Not Have AnyHave but will review laterFile Upload Click or drag files to this area to upload. You can upload up to 25 files. Real EstatePrimary Residence Property Tax StatementHave & UploadedDo Not Have AnyHave but will review laterRaw Land Property Tax Statement (Farm, Oil, Hunting, Family)Have & UploadedDo Not Have AnyHave but will review laterVacation Property - Tax StatementHave & UploadedDo Not Have AnyHave but will review laterBusiness and or Other Property Tax StatementHave & UploadedDo Not Have AnyHave but will review laterOther:Have & UploadedDo Not Have AnyHave but will review laterFile Upload Click or drag files to this area to upload. You can upload up to 25 files. Mortgage and Other Debt StatementsMortgages StatementHave & UploadedDo Not Have AnyHave but will review laterHome Equity StatementHave & UploadedDo Not Have AnyHave but will review laterCar Loan or LoansHave & UploadedDo Not Have AnyHave but will review laterCredit Card or CardsHave & UploadedDo Not Have AnyHave but will review laterVacation Property LoanHave & UploadedDo Not Have AnyHave but will review laterInvestment Property Loan or LoansHave & UploadedDo Not Have AnyHave but will review laterRaw Land LoanHave & UploadedDo Not Have AnyHave but will review laterStudent LoanHave & UploadedDo Not Have AnyHave but will review laterPersonal LoanHave & UploadedDo Not Have AnyHave but will review laterOther:Have & UploadedDo Not Have AnyHave but will review laterFile Upload Click or drag files to this area to upload. You can upload up to 25 files. Other DocumentsLast Years Tax ReturnsHave & UploadedDo Not Have AnyHave but will review laterPaycheck stubsHave & UploadedDo Not Have AnyHave but will review laterWills and/or TrustsHave & UploadedDo Not Have AnyHave but will review laterSocial Security StatementHave & UploadedDo Not Have AnyHave but will review laterBusiness Statements or AgreementsHave & UploadedDo Not Have AnyHave but will review laterOther:Have & UploadedDo Not Have AnyHave but will review laterFile Upload Click or drag files to this area to upload. You can upload up to 25 files. Submit
