BellSouth Document Checklist

What We Need From You
Last Will(s) and Testament(s), Financial Power of Attorney, and Advance Directive for Health Care
Last two year’s complete Federal and State Tax Returns
Most Recent PRA and/or Pension Printout
Listing of Salary and Bonus Information:
Two Most Recent Pay Stubs
January 15th & 30th Pay Stubs
Bonus Pay Stub
- Account Statements For:
Bank/Credit Union Accounts
Mutual Funds/Brokerage Accounts
IRA/Retirement Plan Accounts
Completed Personal/Family Budget Worksheet
Loan Statement and/or Mortgage Agreements For:
Home/Rental Property
If you have bought, sold or refinanced any real estate in the past 24 months we will need a copy of the closing statement(s)
Auto(s)
Home Equity Line of Credit/Second Mortgage
- Including information on the: Purchase Price & Amount Financed
- Interest Rate
- First Payment Date
- Length of Loan
- Credit Cards - Balances
- Other Personal Loans
BellSouth 401K Savings Plan Statement(s) (MSP or RSP)
Total Compensation Package/Benefits Statement(s)
Summary Pages of Personal Insurance Policies:
Universal Plus/Flexible Benefits Group Life
Other Life Insurance
Automobile/Homeowners
Homeowners
Other

Office:	(404) 458-0065
Fax:	(404) 393-3063