Get Confidential Client Checklist Client Name(s): Date Due: Ameriprise Financial Planning Service You

Completing the Confidential Client Checklist is an essential part of the financial planning process with Ameriprise Financial. This guide will provide you with clear instructions on how to fill out the form accurately and efficiently, ensuring you gather all necessary information to establish your financial plan.

Follow the steps to fill out the Confidential Client Checklist effectively.

1. Press the 'Get Form' button to access the checklist and open it for completion.
2. Input your client name(s) in the specified field along with the date due. Be sure to include both individuals if the information applies.
3. Begin gathering the financial documents mentioned on the checklist. For each category of information required, review what you need to provide and mark off the items you have collected.
4. For each section, such as 'Your accounts' or 'What you owe,' fill in the current statements and any relevant data as indicated. If some documents are not applicable, be sure to note that in the appropriate section.
5. Complete personal information for each client in the 'Your profile' section, including names, contact details, and employment status.
6. Address the 'Dependents' section by listing any dependents or other professionals you may work with, ensuring you include names and contact details.
7. Keep track of your risk tolerance in financial goals by selecting the appropriate category that represents your comfort level with investment risk.
8. Once all relevant data is entered, review the entire checklist for completeness and accuracy.
9. Finally, you can choose to save changes, download, print, or share the completed form as needed.

Get started on your financial planning today by completing the Confidential Client Checklist online.