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Chapter 2: Overview of Profiles Professional™ Collecting financial information Before entering your clients’ financial information in Profiles Professional™, collect all the clients’ relevant financial documents. These include the following: n Tax returns and assessments for the client and co-client for the past two years n Social Security Statements n CPP/QPP and OAS information n Pension statements and booklets from the client’s and co-client’s employers n Benefits statements from the client’s and co-client’s employers n Pension statements, investment plans, and benefits plans from former employers n Pay stubs for the last two pay periods n Life, disability, and long-term care insurance policies n Insurance policy information n Most recent investment statements from banks, trust companies, brokers, and investment companies n Budget of personal and living expenses n Most recent mortgage and loan statements n Most recent will and power of attorney documents n Marital agreement(s) n Severance pay documents n Any other relevant documents Profiles Professional™ also includes several printable forms that are useful for collecting financial information from your clients. How do I view printable forms? n Go to the Forms menu, and then select Printable Forms. Select the form you want to view. The selected form opens in a new window. 13
