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Compass Document Upload
Ready to upload your documents to start the COMPASS process? Use the secure link below to upload your documents to your Financial Advisor and the Turning Point Financial planning team.
COMPASS Document Checklist
Please upload all documents that are applicable.
Income:
- Social Security Benefit Estimate (https://www.ssa.gov/myaccount)
- Include all pages
- Include all pages
- Paystub(s) for (2) pay periods
- Show all deductions and YTD numbers
- Show all deductions and YTD numbers
- Pension statements
- Show actual/estimated payments with survivor option selected
- Show actual/estimated payments with survivor option selected
- Last year’s complete Federal Income Tax Return
Debts:
- Mortgage statement(s) – include any/all rental properties
- Show current balance, payment, interest rate, remaining term
- Show current balance, payment, interest rate, remaining term
- Student Loan statement(s)
- Include balance, payment, interest rate, remaining term
- Include balance, payment, interest rate, remaining term
- Credit Card statement(s)
- Include transactions, balance, payment, interest rate
- Include statements to show transactions on any cards that are routinely used for expenses and paid off monthly
- Include transactions, balance, payment, interest rate
- Any additional debt/loan statement(s)
- Include balance, payment, interest rate, remaining term
Financial Accounts:
- Bank Account Statements
- Include transactions
- Include transactions
- Non-Retirement Investment Account Statement(s)
- Include entire statement to show holdings, shares, cost basis, etc.
- Include entire statement to show holdings, shares, cost basis, etc.
- Retirement Account Statement(s) – IRA, 401k, TSP, Roth, etc.
- Include entire statement to show holdings, shares, cost basis, etc.
Insurance:
- Life, Disability, Long Term Care Insurance In-Force Illustration(s)
- Include death benefit, premium, cash value, term
- Include death benefit, premium, cash value, term
- Home, Auto, Umbrella (Excess Liability), Boat, etc. Insurance documents
- Provide declarations pages to show coverage
Miscellaneous:
- Employee Handbook(s)
- Include group life insurance, long-term disability, short-term disability
- Include group life insurance, long-term disability, short-term disability
- Other documents you would like considered during preparation of your plan