401k Strategies, Conversions & 403b Pension Planning – James Hewitt Financial

401K / 403B / Pension / IRA Pre Q Discovery Form

Personal Details:

First Name

Last Name

DOB

PH.#

Email

Occupation

Position

Expected Retirement Age

Personal Income:

Current Salary

Expected Social Security Age

Expected Social Security Amount

Spouse Details:

First Name

Last Name

DOB

PH.#

Email

Occupation

Position

Expected Retirement Age

Spouse Income:

Current Salary

Expected Social Security Age

Expected Social Security Amount

Pension

Yes No

Percentage of Salary

Approximate Dollar Amount

What Do You Need Your Retirement Income To Be?

DEBT:

No# of Credit Cards

Total Balance

Total Personal Debt

Monthly Payment

Medical Debt

ASSETS:

401K & 403B

401K 403B

Monthly / Annual Contribution

Account Value

Savings / CD

Account Value

Real Estate:

Primary Residence

Mortgage Loan Balance

As Is Value

Investment Property

Mortgage Loan Balance

As Is Value

Life Insurance:

Yes No

Monthly Premium

Death Benefit Amount

Annuities:

Yes No

Monthly Contribution

Cash Value

ADDITIONAL NOTES:

Optimized Retirement Pre Q Discovery Form

Personal Details:

First Name

Last Name

DOB

PH.#

Email

Occupation

Position

Expected Retirement Age

Personal Income:

Current Salary

Expected Social Security Age

Expected Social Security Amount

Spouse Details:

First Name

Last Name

DOB

PH.#

Email

Occupation

Position

Expected Retirement Age

Spouse Income:

Current Salary

Expected Social Security Age

Expected Social Security Amount

Pension

Yes No

Percentage of Salary

Approximate Dollar Amount

What Do You Need Your Retirement Income To Be?

DEBT:

No# of Credit Cards

Total Balance

Total Personal Debt

Monthly Payment

Medical Debt

ASSETS:

401K & 403B

401K 403B

Monthly / Annual Contribution

Account Value

Savings / CD

Account Value

Real Estate:

Primary Residence

Mortgage Loan Balance

As Is Value

Investment Property

Mortgage Loan Balance

As Is Value

Life Insurance:

Yes No

Monthly Premium

Death Benefit Amount

Annuities:

Yes No

Monthly Contribution

Cash Value

ADDITIONAL NOTES:

Commercial Lending Pre Q Form

Borrower First Name

Borrower Last Name

Borrower Email Address

Borrower Cell Phone

Is the borrower the authorized signatory?

Yes No

Do you own the property?

Yes No

Do you have the property under contract or in escrow?

Yes No

Property Address *

Select Property Type

Purchase or Refi? *

Purchase Price *

Desired LTV

What is the conservative as is value?

Gross Monthly Rent

Annual Taxes

Annual Insurance

Annual HOA Dues

Annual Utility Expenses

Annual Repair/Maintenance Expenses

Annual Property Management Fees

Borrower’s Experience Level with # of Properties in the last 24 Months

Has The Borrower Previously Filed for Bankruptcy?

Yes No

Has The Borrower Previously Had a Foreclosure, Deed-in Lieu or short sale

Amortization Type

********** NOTE: Partial Interest Only loans have an initial IO period, followed, by a fully amortizing period until maturity. The initial IO period generally depends on the Rate Type. 5/6 ARM = 5 years 7/6 ARM = 7 years 10/6 ARM & 30 YR FRM = 10 years" **********

How many of the units are occupied?

Do occupied units have 12+ months leases in place?

Requested Closing Date

Please provide any additional summary of the deal