Get Annual Review Client Update Form - Norman Financial ...

This guide provides you with clear, step-by-step instructions for successfully completing the Annual Review Client Update Form - Norman Financial online. By following these instructions, you can ensure that all necessary information is accurately represented for your financial review.

Follow the steps to complete the form online effectively.

1. Press the ‘Get Form’ button to retrieve the Annual Review Client Update Form and open it in your preferred editor.
2. Begin by filling in the names of both clients in the designated fields for Client 1 and Client 2.
3. Next, provide your address in the address section, ensuring to include all relevant lines for a complete address.
4. Enter the home phone, work phone, and cell phone numbers in their respective fields. Ensure these numbers are current and accurate.
5. Input the email addresses for both clients in the provided email address fields.
6. Address the question about any significant changes in your financial goals since the last meeting. Please explain any critical changes such as alterations in retirement dates or job status.
7. Review your investment portfolio by addressing whether any part of your previous plan was not implemented. Provide explanations in the text box provided.
8. Attach the most current copies of your investment account statements for the specified categories (mutual funds, 401k, stocks, etc.). Make sure to have these documents ready for submission.
9. If the investment options in your workplace retirement accounts have changed, include a new list of these options in the comments section.
10. Finally, review the form for accuracy and completeness. You can then save your changes, download the completed form, print it out, or share it as needed.

Complete your Annual Review Client Update Form online today to ensure your financial objectives are up to date.