Fort Belvoir Will Questionnaire Page 3
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10D. COMPOSITION AND VALUE OF ESTATE: (List separate and jointly-owned property).
1. Please list your residential, timeshare and investment real estate properties below.
Property Address
Owners
Market Value
Mortgages
Net Value
1.
2.
3.
2. Please list your cash assets and bank accounts below.
Account Type
Owners
Beneficiary
Net Value
1.
2.
3.
4.
3. Please list your TSP accounts, mutual funds, and investment accounts below.
Account Type
Owners
Beneficiary
Net Value
1.
2.
3.
4.
4. Please list your SGLI, Death Gratuity and other life insurance policies below.
Account Type
Owners
Beneficiary
Net Value
1. SGLI
2. Death Gratuity
3.
4.
5. List all other valuable assets (cars, jewelry, coins, and personal belongings) below.
Asset
Owners
Beneficiary
Net Value
1.
2.
3.
4.
TOTAL NET VALUE OF ALL ASSETS OWNED BY YOU: $_________________
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