Confirmation Pagecollegeaidplanners2020-11-05T15:17:17-06:00

Meeting Confirmation

I look forward to our upcoming meeting. You should receive an email confirming the date, time and method.

Below is a list of the information we may need for our meeting. If you are a NEW CLIENT, please take a few moments to complete the form at the bottom of the page as it will make our meeting more efficient.

Information Needed for a College Planning Meeting

Income Related:

Federal tax returns
Parent’s W-2, Spouses’s W-2 & Student’s W-2
Child support payments made or received
Social Security benefits received

Asset Related:

Current value of parent’s & student’s savings (checking accounts, savings accounts, CDs, etc.)
Current value of parent’s & student’s investments (stocks, bonds, mutual funds, 529 plans, etc.)
Current value of retirement assets (401k, IRA, 403b, pension, etc.)
Purchase price of home, year purchased, mortgage balance, home equity balance, mortgage payment
Value of other real estate owned, mortgage balance, year purchased, and original purchase price

New Client Form

Information Needed for a Retirement Meeting

Copy of current retirement statements (401k, IRA, 403b, pension, etc.)
Copy of non-retirement assets (bank account, mutual funds, stocks, bonds, real estate & etc.)

Information Needed for a Tax Meeting

Current tax documents (W-2s, 1099s, 1098s, charitable contributions, etc.)
Copy of previous year’s federal and state tax returns (new clients only)
Name, date of birth and SSN for all dependents (new clients only)

New Client Form

New client? Please complete the form below.

Household Information
Parent Name*
First Last
Parent Date of Birth*
Date Format: MM slash DD slash YYYY
Spouse Name
First Last
Spouse Date of Birth
Date Format: MM slash DD slash YYYY
Address*
Street Address Address Line 2 City State ZIP Code
Cell Phone*
Email*
Marital Status*
Number In Family*
Student Information
Student Name*
First Last
HS Grad Year*
High School*
ACT/SAT
College Major?
Prospective Colleges
Prospective College #1
Prospective College #2
Prospective College #3
Prospective College #4
Prospective College #5
Prospective College #6
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Private Student Loans

We’ve teamed up with SoFi to offer new & refinancing of student loans and mortgages.

Securities & Advisory Services Offered through World Equity Group, Member FINRA/SIPC.

The World Equity Group Form CRS can be found here.

College Aid Planners, Inc. and World Equity Group, Inc. are independently owned and operated.

Check the background of this investment professional on FINRA’s BrokerCheck. Licensed to conduct securities business in Arizona, California, Florida, Illinois, Indiana, New Mexico, Texas, Wisconsin, and Virginia.

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