Cingular Document Checklist

Last Will and Testament, Financial Power of Attorney, Advance Directive for Health Care
Last Two(2) Years complete Federal and State Tax Returns
Most Recent PRA and/or Cingular Pension Printout
Listing of Salary and Bonus Information:
- Two(2) 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
- Other

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