New Guardianship Questionnaire Form Page 6
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8NEW GUARDIANSHIP QUESTIONNAIRE FOR A MINOR
6. Stocks/Securities (individually held not in an investment account):
Name of stock:
Shares:
Value:
Owners:
Beneficiaries:
Name of stock:
Shares:
Value:
Owners:
Beneficiaries:
7. Life Insurance:
Company Name:
Account #:
Cash surrender value:
Face value:
Whole life:
Term:
Insured:
Beneficiaries:
Company Name:
Account #:
Cash surrender value:
Face value:
Whole life:
Term:
Insured:
Beneficiaries:
8. Real Estate:
9. Annuities:
Company Name:
Account #:
Cash surrender value:
Is it currently paying (amount & frequency):
Maturity date:
Beneficiaries:
6
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