Cingular Document Checklist

• Last Will and Testament, Financial Power of Attorney, Living Will and Durable Power of Attorney for Health Care
  
• Last Two Years complete Federal and State Tax Returns
  
• Most Recent PRA and/or Cingular Pension Printout
  
• Listing of Salary and Bonus Information:
  • Two Most Recent Paystubs
  • January Paystub
  • Bonus Paystub
    
• Account Statements For:
  • Bank/Credit Union Accounts
  • Mutual Funds/Brokerage Accounts
  • IRA/Retirement Plan Accounts
    
• Completed Personal/Family Budget Worksheet
  
• Loan Closing Statement and/or Mortgage Agreement For:
  • Home/Rental Property
  • Auto(s)
  • Home Equity Line of Credit/Second Mortgage
  • Credit Card Balances
  • Other Personal Loans
    
• Cingular 401k Savings Plan Statement (& Previous Employer Savings Plan Statement)
  
• Recent Fidelity "NetBenefits" Statement
  
• Recent "Cingular Edge" Benefits Statement (from 'MyCingular' Intranet site)
  
• Cingular Long Term Units Summary
  
• Cingular Wireless Cash Deferral Plan Summary
  
• Summary Pages of Personal Insurance Policies:
  • Life Insurance/Disability
  • Automobile/Homeowners
  • Homeowners
  • Other