Yes
No
COMPLETE EACH ITEM:
25
I receive periodic payments from insurance policies, if yes, how many policies? ______
26
I receive long term care insurance payments that exceed $180/day or $67,000 annually.
27
I receive other recurring or periodic income not listed above. Describe_______________
CHILD SUPPORT
28
I receive child support. If yes, from how many parents do you receive support?
If yes, is child support
paid directly to FIA? (Circle One)
Yes
No
29
I have been awarded a judgment for child support but have not been receiving payments.
30
I anticipate filing a claim for child support within the next twelve months.
ASSETS
(Include all assets held or owned either in or outside of the United States)
31
I have a savings account(s) at: __________________________ (List name(s) of institution)
32
I have a checking account(s) at: _________________________ (List name(s) of institution)
33
I have certificates of deposit at: _________________________ (List name(s) of institution)
34
I have cash held in my home or in a safety deposit box.
35
I have savings bonds. If yes, how many? ______
36
I have Treasury Bills. If yes, how many? ______
37
I have stocks.
38
I have bonds
39
I have mutual funds.
40
I have IRA's or Keogh account(s) at: _____________________ (List name(s) of institution)
41
I have time certificate(s) at: ____________________________ (List name(s) of institution)
42
I own real estate. If yes, how many properties? ______
43
I own a mobile home.
44
I have land contracts. If yes, how many? ______
45
I hold a mortgage or deed of trust.
46
I have revocable trusts. If yes, how many trusts? ______
47
I have whole life or universal life insurance policy/policies. If yes, how many policies? ______
48
I have personal property held for investment purposes (gems, jewelry, collections, etc.).
49
I have lump sum receipts or one-time receipts.
50
I have another name(s) listed on one or more of the above assets for beneficiary or other purposes, such
as, power of attorney. These other persons do not own the assets and receive no income from the
assets.
51
I have joint ownership on one or more of the above assets.
REV6/24/2014