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How to fill out the Updated Questionnaire online
The Updated Questionnaire is an essential tool designed to gather necessary information for effective estate planning. By completing this form online, you can ensure a smooth and comprehensive consultation process.
Follow the steps to fill out the Updated Questionnaire effectively.
- Click the ‘Get Form’ button to acquire the form and access it in the online editor.
- Begin with the 'Information About You' section by providing your name, address, telephone numbers, email, date of birth, social security number, citizenship status, and marital status.
- Proceed to the 'Information About Your Spouse' section, filling in similar details regarding your spouse's name, address, telephone numbers, email, date of birth, social security number, citizenship status, and marital status.
- Fill in the 'Information About Your Children' section, detailing each child's name, date of birth, social security number, citizenship status, and whether they are stepchildren.
- In the 'Information About Your Assets' section, provide details on your approximate net worth, real estate, brokerage accounts, bank accounts, retirement plans, life insurance, other assets, and safe deposit boxes.
- Complete the section regarding 'Considerations Regarding the Protection of Your Assets' by indicating the level of personal exposure to lawsuits and whether you wish to discuss asset protection strategies.
- Move to 'Considerations Regarding Your Estate Planning' and specify details about executors, trustees, guardians for minor children, beneficiaries, and any specific instructions for inheritance distribution.
- Finally, review all the information entered for accuracy and completeness. Once satisfied, you may save changes, download, print, or share the completed form.
Begin completing your Updated Questionnaire online today for a more efficient estate planning process.
The purpose of the Guidelines on Fit and Proper for Key Responsible Persons (the “Guideline”), is to set out the Company's approach to the assessment of the fitness and propriety of persons who hold, or who are to be appointed or elected to, a Key Responsible Person position.
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