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Financial Planning Items Needed

Please provide the following documentation securely using the Citrix ShareFile upload link that you received via email. If you did not receive a link, please contact us to request one. Feel free to upload items as you have them rather than all at once and reach out at any time with questions or updates to your timeline.

Financial planning questionnaire

Download, complete, and return the SFS Planning Questionnaire

Income documents

Recent paystubs and/or W-2s
Social Security statements
- Access online at www.ssa.gov/myaccount or paper statements are mailed every 5 years beginning at age 25
Details of other significant income (business, rental, bonus/commission, etc.)

Recent statements for assets and liabilities

Bank accounts (Checking/savings/money market/CDs)
Investment accounts (529s, non-qualified, qualified, and employer-sponsored)
Mortgage, Auto loans, and any other loans or lines of credit
Credit card statements if the full balance is not paid monthly

Protection policy details

Life insurance
Disability Income (DI) insurance
Long-term care
Employer benefit elections

Expense and cash flow information

Budget
- Use the simplified template in the questionnaire or you can provide your own budget template

Savings and retirement contribution details
- 529 or other savings contributions
- IRA or employer-sponsored retirement plan contributions
- Employer contributions, matching, etc.

Southeast Financial Services, Inc.

101 South Elm Street, Suite 220
Greensboro, NC 27401

Phone: (336) 275-0314

Fax: (336) 275-3655

Email: [email protected]

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Oechsli to provide information on a topic that may be of interest. Oechsli is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

*Representatives offer products and services using the following business names: Southeast Financial Services, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Southeast Financial Services, Inc. or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.