Include here checking accounts, savings accounts, CDs, or money market accounts.
Specify the total amounts owed on your automobile(s).
Indicate the sum of all amounts owed on all bank and store credit cards.
Include in this category mutual funds, stocks, bonds, or other securities, current cash value of insurance policies, and other assets of a financial nature (excluding bank accounts).
Indicate the current principal balance of your first mortgage on your principal residence.
Indicate the current amounts owed on any equity lines of credit you may have, as well as the current principal balance of any mortgages or lines of credit you may have on other properties owned.
If the IRA holder turns 70½ this year, he or she can defer the first distribution until April 1 of the next year. If the holder is older, he or she would normally be required to take an RMD before December 31 of this year. RMDs are considered taxable income for the year in which they are taken.
Include any other assets not included above.
Indicate here the current estimated sales value of a second home, land, or any other property you may own. Also include your net share of any investment in commercial property. Do not subtract the mortgage principal.
Include here any short-term loans or amounts owed not included above.
Estimate the liquidation value of your furniture, artwork, and other personal belongings, including automobiles.
Estimate the current sales price of your primary residence. Do not subtract the mortgage principal.
Include your 401(k) or 403(b) plan balances, IRAs, employer pension plan cash value, annuities, or other tax-deferred investments.
Include student loan balances, installment loans, and any other multi-year obligations not accounted for above.