27192 Newport Rd., Suite 4 Menifee, CA (951) Office (951) Fax
|
|
|
- Allan Kelly Baldwin
- 6 years ago
- Views:
Transcription
1 27192 Newprt Rd., Suite 4 Menifee, CA (951) Office (951) Fax Client Instructin Guide: Budget Sheet Instructins On the budget sheet (n page 3), are the standard emney budget categries. Fllw the instructins belw and enter yur budget data prir t entering n yur wn persnal website. Gathering the data first will save yu a lt f time. If yur budget item fits the descriptin, then use the standard categries belw. If yur budget item des nt fit the standard categries belw, yu can add/create a custm categry under any f the main standard categries which are clred in GREEN. On this dcument, yu may create custm categries and yu can add the custm categries t emney when yu enter yur budget. DO NOT CHANGE THE MAIN STANDARD CATEGORIES IN GREEN. Yu may change any ther sub-categry belw each f the main standard categries. Make sure yur custm categries fit under the main standard categries clred in GREEN belw. When yu start revising checking and credit card transactins, yu will revise them t match yur budget categries. The budget and/r transactins feature n yur persnal website, by default, is hidden frm view frm us, yur advisr, fr yur privacy. We are still available fr help, r t answer general questins. Or, yu may chse t temprarily turn ff the privacy, s we can help yu with specific questins. We even have the ability t d a safe and secure screen sharing sessin with yu, if necessary (by appintment). If yu desire, yu may change yur privacy settings temprarily, t allw us t see limited infrmatin (such as budget categries nly), r full access (shwing all budget categries and all transactins). This will allw us, as yur advisrs (and nly us), t assist yu with any specific questins yu may have. Once yur questins are answered, yu can then turn yur privacy back n. This is what we, as yur advisrs, will see when yu have yur privacy turned n (by default): This is what we will see when yu have yur privacy turned ff s we can help yu with specifics: Yu can chse limited, r full access, depending upn the questin yu may have. Ver: Page 1 f 5
2 T turn privacy settings n/ff: Click n Settings in tp right crner f yur screen. The default is Nne fr yur privacy. Change t Limited r Full if desired. Belw is a budget sheet t help yu prepare t enter the data int yur wn persnal Ryal American emney website. This is a fantastic tl nce set up prperly. It will take sme time and effrt t set up prperly, but nce set up, minr future adjustments are a snap! Entering data n the budget sheet belw: Spending/budget items that are the same amunt every mnth are easy. Fr the recurring expenses that are different amunts every mnth, such as yur electric bill, add up the last 12 mnths and divide by 12 t get a mnthly average. Fr semi-annual expenses, such as prperty taxes, take ne f the payments and divide by 6 t get a mnthly average. The gal is t cme up with an average mnthly expense fr everything. Yu can get the infrmatin frm yur check register, r Quicken/Mney if yu use these sftware prgrams t write checks. Dn t frget credit card statements fr ther expenses yu may nt have cunted. Be sure t be realistic and include all f yur spending. If yu are nt realistic, yu will nt give yurself an accurate picture, and yu will nly be deceiving yurself. The budget sheet is in Wrd frmat s yu can revise the sub-categries (nt in green) t yur liking, and add/remve categries as needed. Whether yu are saving fr retirement, entering int retirement, r currently in retirement, if yu have never created a budget befre, this exercise can be a real eye pener, and a MAJOR step t a mre secure financial future. If yu have created a budget befre, and track yur spending, yu will find nce this is set up, it will be a real time saver, and prbably mre accurate than what yu are currently ding. Please call us if yu have any questins. Ver: Page 2 f 5
3 DO NOT CHANGE THE MAIN STANDARD CATEGORIES IN GREEN. Yu may change/add/delete any ther sub-categry belw (nt clred in green) under each f the main standard categries. Make sure the custm categries fit under the main standard categries clred in GREEN belw. Once cmplete, the custm categries can easily be created in yur persnal emney website. Current Estimated Mnthly Expenses - Last 12 mnths average (fixed) Aut & Transprt Aut Payment Aut Registratin Aut Service Gas & Fuel Public Transprt/Tlls Bills & Utilities Cellular Phne Hme Phne Electricity Garbage & Recycling Gas Internet & Cable/Satellite TV Phne, Internet & Cable/Satellite Sewer Water/Sewer Business Nte: D nt list rental expenses here if yu list net rental incme under incme. List rental expenses here if yu list grss rental incme under incme. Business expenses Rental Expenses Cash/ATM Misc Items - Mnthly Cash Misc Spending Charity Charities Other Church Educatin 529 Plan Cllege savings accunt Tuitin Bks Entertainment Cncerts & Events Mvies, DVDs & Music Fees & Charges Bank Fee Finance Charge Service Fee Fd Alchl & Bars Fast Fd & Cnvenience Grceries Restaurants/Dining Gifts Christmas Birthdays Health & Fitness Gym Hair & Nails Spa & Massage Hme Furniture & Hme Décr Gardener Hme Imprvement/Maintenance Hme Supplies Huse Cleaning Ver: Page 3 f 5
4 Husehld Services Assciatin Newspaper Pl Maintenance Subscriptins Insurance Nte: If insurance and prperty taxes are impunded with yur huse payment, d nt list here. List under Mrtgage & Rent / Mrtgage Escrw. Otherwise, list here. Aut Insurance Disability Insurance Earthquake Insurance Health Insurance Hmewner Insurance Life Insurance LTC Insurance Umbrella Insurance Whle Life Insurance Kids Baby Supplies Childcare & Daycare Kids Clthing Tys Legal CPA/Tax preparer Attrney Fees Estate Planning Attrney Fees Other Lan Nte: D nt list car payments r huse payments here. Only fr revlving debt with a carried balance, typically fr a ne time large purchase, such as electrnics, furniture, r smething else that needed t be financed (Nt American Express that is paid in full each mnth). Lan #1 Equity Line (unsecured) Credit Card MasterCard Credit Card Visa Medical Dentist Orthdntist Dctr Dctr c-pay Prescriptin c-pay Surgery c-pay Pharmacy Mrtgage & Rent Huse Payment P&I Huse Payment Equity Line Mrtgage Escrw Mrtgage Interest Mrtgage Principal Pets Pet Fd Pet Grming Veterinary Savings Emergency Savings Investment Savings Retirement Savings IRA Cntributin Rth IRA Cntributin SEP IRA Cntributin Shipping & Handling Pstage Shpping Bks Clthing Electrnics & Sftware Merchandise/Misc Sprts & Hbbies Ver: Page 4 f 5
5 Taxes Federal Tax Medicare Tax Other Tax Prperty Tax Prperty Tax Primary Residence SDI Tax Scial Security Tax State Tax Travel & Vacatin Air Travel Htel Rental Car Vacatin Package Time Share Unclassified Ttal Ttal (if yu wish t). Ryal American emney will ttal fr yu, as yu enter the data int the system, and then it will cmpare t yur actual spending each and every mnth frm yur checking accunt, and credit card accunt(s). After 12 mnths, yu will have a great picture f yur budget and spending, and where yu shuld make adjustments, if necessary. After yu have cmpleted this budget sheet, g t the next client training dcument. Client Training Guide: Budget & Transactins Yur Persnal Website Please watch this shrt emney Spending & Budgeting verview vide befre prceeding. Vide link (click here): Fr additinal client vides and instructin guides, visit ur website: Ryal American emney fr Clients: Ver: Page 5 f 5
IN THE FRANKLIN COUNTY COURT OF COMMON PLEAS DIVISION OF DOMESTIC RELATIONS AND JUVENILE BRANCH
Clear All Fields SAVE AS Print Dcument IN THE FRANKLIN COUNTY COURT OF COMMON PLEAS DIVISION OF DOMESTIC RELATIONS AND JUVENILE BRANCH Case N. Plaintiff/Petitiner Judge v./and Magistrate Defendant/Petitiner
Print this article. Check things off as you collect them, and enter information such as Social Security numbers and cash amounts.
Checklist fr Preparing Yur Incme Tax Return Use the fllwing detailed checklist t gather infrmatin fr preparing yur incme tax return. Nt every categry will apply t yu. Just pick the nes that d apply and
Understanding Loan Product Advisor s Determination of Total Monthly Debt for Conventional Loans
Understanding Lan Prduct Advisr s Determinatin f Ttal Mnthly As indicated in Freddie Mac s Single-Family Seller/Servicer Guide (Guide) Sectin 5401.2, the Brrwer's liabilities must be reflected n the Mrtgage
Schedule C Worksheet for Self-Employed Filers and Contractors tax year Part 1: Business Income and Expenses
Schedule C Wrksheet fr Self-Emplyed Filers and Cntractrs tax year 2017 This dcument will list and explain the infrmatin and dcumentatin that we will need in rder t file a tax return fr a self-emplyed persn,
INNES & LOTITO, P.C. CERTIFIED PUBLIC ACCOUNTANTS
INNES & LOTITO, P.C. CERTIFIED PUBLIC ACCOUNTANTS 22525 Hall Rad, Suite A Macmb, MI 48042 Telephne: (586) 468-0200 Fax: (586) 468-0747 Website: cpanerds.cm Email: Innes.Ltit@cpanerds.cm 2014 1040 CHECKLIST
WELCOME. to The Orange Life! WORK, HOME and in the COMMUNITY. Benefits Orientation Guide for Permanent U.S. Part-Time Hourly Associates
WELCOME t The Orange Life!» WORK, HOME and in the COMMUNITY Benefits Orientatin Guide fr Permanent U.S. Part-Time Hurly Assciates We re glad yu decided t put n the range aprn and bring yur skills and knw-hw
Newport News Shipbuilding Employee s Hardship Fund
Newprt News Shipbuilding Emplyee s Hardship Fund Executive Summary Missin: The Newprt News Shipbuilding Emplyees Hardship Fund (the "Fund'') will prvide mnetary supprt t assist emplyees fllwing a natural
Parent Guide to Financial Aid
Parent Guide t Financial Aid fr the 2019-20 schl year OVERVIEW AND DEADLINES Welcme t the financial aid applicatin seasn fr the 2019-20 schl year. We recgnize that the applicatin prcess can be stressful
Instruction Page. Verification of 2014 Income Information for Individuals with Unusual Circumstances
Instructin Page Imprtant Nte: Please ntify the financial aid ffice if the student r their parents had a change in marital status after the end f the 2014 tax year n December 31, 2014 and als if the parents
2015 DATA ORGANIZER. First Name and Initial Last Name Social Security Number. (Optional: E-file confirmation will be sent to this address.
CLIENT CHECKLIST Cpy f Scial Security cards fr all individuals n the tax return Cpy f drivers licenses fr primary taxpayer and spuse (if applicable) Vided check if yu wuld like direct depsit r direct debit
The Exemplar 5 Step Financial Planning Process
The Exemplar 5 Step Financial Planning Prcess Step 1: N Obligatin Meeting Step 2: Data Take Meeting Step 3: Plan Delivery Meeting Step 4: Implementatin Meeting Step 5: Annual Review Meeting Step 1: Cnducting
RESEARCH FACT SHEET Tax Cuts and Jobs Act
RESEARCH FACT SHEET 2017 Tax Cuts and Jbs Act Abstract This analysis cntains statistical and research infrmatin prepared by the Research and Ecnmic Department at the CALIFORNIA ASSOCIATION OF REALTORS
2017 BUSINESS TAX ORGANIZER
2017 BUSINESS TAX ORGANIZER Instructins: The fllwing infrmatin is required fr preparatin f yur Business Tax Returns. Please fill ut this frm cmpletely and return it with the requested infrmatin fr yur
CLIENT PROFILE. The Austin-Decher Group at Morgan Stanley Smith Barney
CLIENT PROFILE The Austin-Decher Grup at Mrgan Stanley Smith Barney 600 Thimble Shals Blvd. Suite # 110 Newprt News, VA 23606 757-873-3300 / 800-338-8948 Wanda M. Austin Senir Vice President-Wealth Management
MONTHLY REPORT FILING DETAILED INSTRUCTIONS
MONTHLY REPORT FILING DETAILED INSTRUCTIONS STEP 1 In rder t electrnically submit yur bail bnd reprt yu must first have yur reprt available in an electrnic file frmat n the cmputer. Prfessinal Bail Bnd
TaxAid. Your Personal Tax Account Filing Your Tax Return
TaxAid Yur Persnal Tax Accunt Filing Yur Tax Return The Persnal Tax Accunt (PTA) Yur persnal tax accunt allws yu t manage yur tax affairs with HMRC nline. It can be used fr a number f purpses including:
APPLICATION FOR CONCESSIONAL FEES
APPLICATION FOR CONCESSIONAL FEES Family Name: Family Number: Students Enrlled at Sacred Heart Cllege: Name Year Level Checklist I/We have fr all carers: Cmpleted and Signed this Applicatin Attached the
2018 NEW BUSINESS CLIENT TAX ORGANIZER
2018 NEW BUSINESS CLIENT TAX ORGANIZER Instructins: The fllwing infrmatin is required fr preparatin f yur Business Tax Returns. Please fill ut this frm cmpletely and return it with the requested infrmatin
Quality Assurance Program Independent Student Verification Worksheet
2015-16 Quality Assurance Prgram Independent Student Verificatin Wrksheet QAIVER Yur applicatin was selected fr review in a prcess called verificatin. In this prcess, Temple University will be cmparing
Golf Relief and Assistance Fund Application
Glf Relief and Assistance Fund Applicatin Eligibility The Glf Relief and Assistance Fund is designed t supprt individuals wrking in the glf industry and their husehld family members wh have been impacted
INCOME NAME. Occupation and Employer. Current Residential Address. Current Postal Address. Address. Phone Number
NAME Occupatin and Emplyer Gvernment emplyees please include level. Current Residential Address Current Pstal Address Email Address Phne Number Hw Wuld Yu Like Us t Cntact Yu Email Phne Bank Accunt Infrmatin
ABLE Accounts: 10 Things You Should Know
ABLE Natinal Resurce Center 1667 K Street, NW Suite 640 Washingtn, DC 200006 (202) 296-2040 inf@ablenrc.rg ABLE Accunts: 10 Things Yu Shuld Knw 1. What is an ABLE accunt? ABLE Accunts, which are tax-advantaged
Open House kit. *Be sure to fill in your contact info, so prospects can easily OVERVIEW: WHAT S INCLUDED:
OPEN HOUSE PRINTABLES Open Huse kit OVERVIEW: WHAT S INCLUDED: An pen huse gives yu the pprtunity t stand ut frm the cmpetitin and capture prspects attentin. Make yur event lk mre prfessinal with unique
Accounting Monopoly. Accounting Monopoly. Ed Valenski CPA. (516)
Accunting Mnply Accunting Mnply Ed Valenski CPA (516) 587-2285 Valenski.ed@gmail.cm NYS Certified Business Teacher Part Time Massapequa High Schl, Berner Middle Schl and Birch Lane Elementary Schl Ed Valenski
Monthly Newsletter. December 2018
Mnthly Newsletter December 2018 In this issue The New Business Deductin Medicare Part D Open Enrllment 6 Last-Secnd Mney-Saving Tax Mves Retirement Cntributins Get a Bst in 2019 Unclaimed Prperty Tax filing
NAVIPLAN PREMIUM LEARNING GUIDE. Set insurance goals
NAVIPLAN PREMIUM LEARNING GUIDE Set insurance gals Cntents Set insurance gals 1 Learning bjectives 1 NaviPlan planning stages 1 Client case 2 Describe the assumptins and analysis methds available fr determining
Your Retirement Guide. Employees
Yur Retirement Guide Emplyees Retirement is a big step. Over the next few weeks and mnths yu ll be asked t make many imprtant decisins abut yur New Yrk Life benefits and yur financial security. This easy-t-use
PREPARING TO TERMINATE DROP
PREPARING TO TERMINATE DROP If yu wrk until yur riginal Deferred Retirement Optin Prgram (DROP) terminatin date, the Divisin f Retirement will mail yu yur DROP Terminatin Packet apprximately 90 days prir
Terms and Conditions 19 December 2018
Stck and Shares Lifetime ISA (Prperty Saver) Terms and Cnditins 19 December 2018 These Terms, tgether with the Applicatin Frm, frm a legal agreement between yu and us which sets ut hw the Lifetime ISA
Southside Why investing in a new home in Southside is a great idea and how to do it.
Suthside Why investing in a new hme in Suthside is a great idea and hw t d it. Deciding t buy a hme: When yu have decided that yu re family is ready t build their financial wealth by making the cmmitment
2016 NEW BUSINESS CLIENT TAX ORGANIZER
229 Huber Village Blvd, Suite 229 * Westerville, Ohi 43081-8075 * Telephne (614) 942-1990 * Facsimile (614) 942-1991 * www..cpaagi.cm * inf@cpaagi.cm 2016 NEW BUSINESS CLIENT TAX ORGANIZER Instructins:
Freddie Mac Home Possible Mortgages
Freddie Mac Hme Pssible Mrtgages A respnsible, lw dwn payment mrtgage ptin fr first-time hmebuyers and lwand mderateincme brrwers Freddie Mac Hme Pssible and Hme Pssible Advantage mrtgages (cllectively
Verification Worksheet- V1 DIRECTIONS 2016 INCOME TAX FILER DIRECTIONS:
2018-2019 Verificatin Wrksheet- V1 DIRECTIONS 2016 INCOME Yur applicatin was selected by the U.S. Dept. f Educatin fr review in a prcess called "verificatin". Yu must submit the last 3 pages f this verificatin
What Does Specialty Own Occupation Really Mean?
What Des Specialty Own Occupatin Really Mean? Plicy definitins are cnfusing, nt nly t dentists but als t many f the insurance prfessinals wh sell them. Belw we will try t prvide an understandable explanatin
Switch Kit. Inside. Get connected with everything State Bank of Cross Plains personal accounts have to offer. And get back to living.
Switch Kit Get cnnected with everything State Bank f Crss Plains persnal accunts have t ffer. And get back t living. Inside We make it easy. Get cnnected in 6 simple steps. Welcme Thank yu fr chsing State
FAQS ON DEBT CONSOLIDATION PLAN
1. What is Debt Cnslidatin Plan (DCP)? Debt Cnslidatin is a debt refinancing prgram which ffers a custmer the ptin t cnslidate all his unsecured credit facilities (such as credit cards and sme types f
2018 Healthy Boiler Wellness Incentive Program FAQs
2018 Healthy Biler Wellness Incentive Prgram FAQs As healthcare csts cntinue t rise acrss the cuntry, the university s best way t cmbat this is by helping t imprve the verall wellness f ur ppulatin. Therefre,
YUM! Brands 401k Plan
YUM! Brands 401k Plan Final Distributin Electin Name: Scial Security #: Address: Daytime Telephne #: Evening Telephne #: Befre yu can prcess a Final Distributin Electin, yur status must be terminated.
Special Conditions Form
2019-2020 Special Cnditins Frm Cntact Infrmatin www.twsn.edu/finaid finaid@twsn.edu 410-704-4236 If yur family has experienced a majr reductin in incme, the Financial Aid Office may be able t reevaluate
Guide to Reporting Income Changes Online
Guide t Reprting Incme Changes Online This guide is fr MNsure-certified brkers, navigatrs and certified applicatin cunselrs (CACs) t help cnsumers reprt an incme change using the life event change (LEC)
ELIGIBILITY AND APPLICATION REQUIREMENTS
ELIGIBILITY AND APPLICATION REQUIREMENTS BASIC ELIGIBILITY REQUIREMENTS At least 16, but nt mre than 25 years ld at the time f applicatin Dependent f Indiana wrker fatally r catastrphically injured as
Tax Information Needed To Prepare Your 2017 Returns
Tax Infrmatin Needed T Prepare Yur 2017 Returns This incme tax preparatin checklist is divided int relevant categries t help yu rganize yur tax infrmatin. As yu receive r lcate an item, check it ff f the
Tax Information Needed To Prepare Your 2012 Returns
Tax Infrmatin Needed T Prepare Yur 2012 Returns This incme tax preparatin checklist is divided int relevant categries t help yu rganize yur tax infrmatin. As yu receive r lcate an item, check it ff f the
CLOVER PARK TECHNICAL COLLEGE INTERNATIONAL ADMISSION APPLICATION PACKET
CLOVER PARK TECHNICAL COLLEGE INTERNATIONAL ADMISSION APPLICATION PACKET 2017-2018 T apply fr admissin, please cmplete the frms belw and submit with the dcuments indicated: FORMS Internatinal Educatin
Town of Palm Beach Retirement System. Deferred Retirement Option Plan (DROP) Policies and Information for Participants
Twn f Palm Beach Retirement System Deferred Retirement Optin Plan (DROP) Plicies and Infrmatin fr Participants Twn f Palm Beach Retirement System Deferred Retirement Optin Plan (DROP) Plicies and Infrmatin
COMPREHENSIVE BENEFITS SUMMARY (Health Plan)
2017 COMPREHENSIVE BENEFITS SUMMARY (Health Plan) Health Insurance Health insurance is prvided frm the 1 st f the mnth fllwing yur date f hire. Our current plan fferings are as fllws: HealthyBlue r ActiveUnivera
The Application is due by Mail: Friday, April 27, 2018 The scholarship applications must be mailed to:
Dear Emma Nylen Schlarship Applicant, Enclsed, yu will find the fllwing: 1) Eligibility Requirements; and 2) Emma Nylen Schlarship Prgram Applicatin Apprximately 20-50 schlarships are prvided thrugh the
Special Conditions Form
2017-18 Special Cnditins Frm Cntact Infrmatin www.twsn.edu/finaid finaid@twsn.edu 410-704-4236 If yur family has experienced a majr reductin in incme, the Financial Aid Office may be able t reevaluate
2017 Funding Application Loan Repayment Assistance Program
2017 Funding Applicatin Lan Repayment Assistance Prgram Lewis & Clark Law Schl Deadline May 30, 2017 Eligibility is based n the factrs in the brchure entitled Overview f the Lan Repayment Assistance Prgram
NYTD Survey- 19 year olds
1 The fllwing survey is being dne t recrd yur experience in the West Virginia Fster Care System. Yur respnses are imprtant and we really d want yur input as we try t find ways t imprve Fster Care and create
Travel Directions to 517 Grand Street
517 Grand Street Flr 1 New Yrk, NY 10002 inf@medwscpa.cm Tel: +1 646.415.8011 http://www.medwscpa.cm Fax: +1 646.514.9149 Travel Directins t 517 Grand Street Our ffice is lcated at 517 Grand Street which
Financial Inventory for Couples
Financial Inventry fr Cuples Step 1: Gather Yur Dcuments Take a mment t start gathering all the dcuments, accunts, and tls yu currently use. If yu have never dne this befre, it may take sme time. These
GI-050 February Residential Care Facilities and the GST/HST Election to Adjust Net Tax for the Self-Supply of a Residential Complex.
GST/HST Inf Sheet GI-050 February 2009 Residential Care Facilities and the GST/HST Electin t Adjust Net Tax fr the Self-Supply f a Residential Cmplex This inf sheet explains the new electin that can be
DOMESTIC VIOLENCE AND SEPARATION A Financial Empowerment Checklist for Women
DOMESTIC VIOLENCE AND SEPARATION A Financial Empwerment Checklist fr Wmen zahrafundatin.rg.au 8352 1889 DOMESTIC VIOLENCE AND SEPARATION A Financial Empwerment Checklist fr Wmen The decisin t separate
Investor Profile Questionnaire
Investr Prfile Questinnaire Investment Objectives 1. An investment bjective can vary, frm a cnservative strategy in which the fcus is n capital preservatin t an aggressive grwth strategy in which the fcus
Obtaining and Configuring UCDP Direct Integration Credentials
Obtaining and Cnfiguring UCDP Direct Integratin Credentials T submit appraisal data files t the Unifrm Cllateral Data Prtal (UCDP ) using a vendr slutin, yur rganizatin must first set up a UCDP Direct
Condominium Authority of Ontario
Cndminium Authrity f Ontari Guide t Filing Cnd Returns and Paying CAO Assessments Cntents 1. What Are Cnd Returns?... 2 2. What Cnd Returns Need t be Filed in 2018?... 3 3. Hw Will the Infrmatin Prvided
Steps toward Retirement
Steps tward Retirement Eligibility, Actin Steps, and Benefit Optins fr Faculty and Staff Nearing Retirement Eligibility fr Official University Retiree Status The fllwing jb types f the University are eligible
WinTen² Tenant Accounts Receivable User Manual
WinTen² Tenant Accunts Receivable This user manual is meant t prvide guidance n the WinTen² Tenant Accunts Receivable prgram. WinTen² Tenant Accunts Receivable is a fully integrated system that allws public
Specifications. RE: Architecture Firm with Professional Team. Business Overview. Established for over 30 years with a 25% profit margin!
Business Overview RE: Architecture Firm with Prfessinal Team Established fr ver 30 years with a 25% prfit margin! Specificatins Price $1,450,000 Prfit Margin 25% Service Area Hustn & Dallas Revenue $1,668,433
AAFMAA CAP FAQs. General Questions:
Overview: AAFMAA has prvided Career Assistance Prgram ( CAP ) lans as a benefit f membership fr many years. We have cmpiled this list f Frequently Asked Questins fr yur cnvenience and t prvide yu with
Special Circumstance Review
1 f 7 Student s Name: Last First SLU Banner ID Number 2008-2009 Special Circumstance Review Parent(s)/Stepparent(s) and Student/Spuse may use this frm t reprt significant changes that have ccurred since
Region 5 Student Paper Reimbursement Procedure
Regin 5 Student Paper Reimbursement Prcedure Prcedure fr student cmpetitin awards winners fr receptin f their prize mney frm Regin 5. This includes the prcedure fr Area student papers awards mnies receptin.
List of Services that we provide:
All f the cnsultants at AB Slutins cme frm an insurance agency backgrund, and each has a minimum f 20 years experience in Agency Operatins. Our wrk with hundreds f agencies ver the span f decades can ffer
Scottish Building Society Mortgage Interest Summary
3 Year Discunted Variable Rate Mrtgages fr purchase r remrtgage 1.99% (variable) i.e. SVR less 3.15% 3 Years SVR 4.3% 3% f lan amunt in first 3 years Purchase: Nne 80% - 350,000 70% - 500,000 Other Cmments
Designated Fund Contribution Form
1 Designated Fund Cntributin Frm Name(s) Address Street City State Zip Alternate Address: Business Seasnal Street City State Zip Telephne Wrk Hme Cell Email: Alternate email: Hw did yu hear abut the Cmmunity
Tips for Creating an Account, Applying for and Enrolling in Health Coverage
Tips fr Creating an Accunt, Applying fr and Enrlling in Health Cverage Fr Individuals and Families Befre yu start, please check that yu have the fllwing resurces and understand these imprtant messages
April 20, 2017 IMPORTANT: THESE GUIDELINES START ON THE NEXT PAGE: Go to
April 20, 2017 Dear Returning Lyn Cllege Athlete: Prir t participating n a team frm Lyn Cllege, athletes must prvide the Athletic Training Department with current address, emergency cntact, insurance,
What Weight Watchers needs from the company: We need a Contact at your company to serve as a liaison with Weight Watchers. o
Thank yu fr yur interest in Weight Watchers and ur At Wrk Prgram! Weight Watchers is pleased t bring this cnvenient n-site meeting pprtunity t yur cmpany. The At Wrk Prgram is the same prgram that is delivered
CAREVEST MORTGAGE INVESTMENT CORPORATION Directions for Completing Retraction Requests
This package is ONLY fr Class A sharehlders f. Cntents f this package (5 pages): - Instructins fr cmpleting yur retractin request - Retractin Request frm fr CareVest Mrtgage Investment Crpratin The February
FOR PLAN ADMINISTRATORS
QDRO INFORMATIONAL KIT FOR PLAN ADMINISTRATORS T ensure cmpliance with requirements impsed by the IRS, we infrm yu that any infrmatin cntained in this cmmunicatin (including any attachments) was nt intended
Information Package CAFETERIA 125 PLANS
Infrmatin Package CAFETERIA 125 PLANS Shaffer Insurance Services, Inc. Benefits Divisin 902 E. Ave Q-9 Palmdale Ca. 93550 Tll Free (866) 412-5872 Office Tel (661) 575 9331 Fax (661) 280 2016 Sectin 125
(as of 12/11/09) A borrower (the current owner) may be able to avoid a foreclosure by completing a short sale or a deedin-lieu
(as f 12/11/09) 1. What is HAFA? Initially annunced n May 14, 2009, with guidance and standard frms issued n Nvember 30, 2009, the prgram will help wners (referred t belw as brrwers) wh are unable t retain
1098T FAQs. How do I get the details for the amount in Box 5? o Log into GWEB o Select Student Records and Registration
1098T FAQs What is the 1098-T Tuitin Statement? The 1098-T Tuitin Statement is an infrmatinal frm filed with the IRS that assists students and their families in calculating educatinal tax benefits utlined
St. Paul s Lutheran Grade School Tuition Agreement Form
St. Paul s Lutheran Grade Schl Tuitin Agreement Frm Schl Year: 2017-2018 2017-18 tuitin schedule is listed n the bttm f this dcument. St. Paul s Lutheran Grade Schl strives t prvide an envirnment cnducive
Billing Program Billing Information for Agents
Cmmercial & Persnal Lines Billing Prgram Billing Infrmatin fr Agents A Guide t Understanding Merchants Insurance Grup s Billing Prgram Table f Cntents Click n ne f the titles belw t be taken directly t
PAYMENT PLAN REQUEST INFORMATION Texas Property Code - Section (Not Applicable for Condominium Associations Governed Under Section 82)
PAYMENT PLAN REQUEST INFORMATION Texas Prperty Cde - Sectin 209.0062 (Nt Applicable fr Cndminium Assciatins Gverned Under Sectin 82) This dcument includes infrmatin regarding a payment plan request in
Your Home-Ownership Journey Presented by. My Bond Fitness &
Yur Hme-Ownership Jurney Presented by My Bnd Fitness & Intrductin & Benefits f Hmewnership 2 Intrductin 2 Advantages f Hmewnership 2 Three Fundatins t Yur Jurney 4 Intrductin 4 Yur Credit Prfile 4 Affrdability
Grant Application
120 East Jnes Street, Suite 110, Santa Maria, CA 93454 26 West Anapamu Street, Santa Barbara, CA 93101 ymc@fundfrsantabarbara.rg www.fundfrsantabarbara.rg 2018-2019 Grant Applicatin Yuth Making Change
T E A C H E R S C O L L E G E C O L U M B I A U N I V E R S I T Y O F F I C E O F T E A C H E R E D U C A T I O N SUPERVISOR PACKET FALL 2018
T E A C H E R S C O L L E G E C O L U M B I A U N I V E R S I T Y O F F I C E O F T E A C H E R E D U C A T I O N SUPERVISOR PACKET FALL 2018 Please fllw the checklist and guidelines belw fr prper prcessing
AAFMAA CAP FAQs. Q: What are the requirements for a CAP loan? A: The following items are required to receive a CAP Loan: Eligible military status: o
Overview: AAFMAA has prvided Career Assistance Prgram ( CAP ) lans as a benefit f membership fr many years. We have cmpiled this list f Frequently Asked Questins fr yur cnvenience and t prvide yu with
Summary of proposed section 951A GILTI regulations
Delitte Tax LLP Summary f prpsed sectin 951A GILTI regulatins The Treasury and the IRS n September 13 released prpsed regulatins addressing the new Glbal Intangible Lw-Taxed Incme (GILTI) prvisin f the
GENERAL LEDGER AND PROJECTS RECONCILIATION
GENERAL LEDGER AND PROJECTS RECONCILIATION July 2017 The Intr This dcument is intended t instruct users n hw t recncile their financial infrmatin. It is generally assumed that users will be recnciling
PROCESS FOR NATIONAL CAPITOL AREA GARDEN DISTRICTS, CLUBS AND COUNCILS CHOOSING TO FILE FOR 501(C)3 GROUP EXEMPTION
PROCESS FOR NATIONAL CAPITOL AREA GARDEN DISTRICTS, CLUBS AND COUNCILS CHOOSING TO FILE FOR 501(C)3 GROUP EXEMPTION What is a grup exemptin letter? The IRS smetimes recgnizes a grup f rganizatins as tax-exempt
Business Income & Expenses Part II
Chapter 4 Business Incme & Expenses Part II Rental and vacatin prperties Passive incme/lsses Deductins fr AGI Individual Retirement Accunts (IRAs) Other retirement plans Rllver rules 1 Rental Incme/Expenses
Hawaii Division of Financial Institutions 2019 Renewal Checklist
Hawaii Divisin f Financial Institutins 2019 Renewal Checklist Instructins Renewal requests must be submitted thrugh by the date specified by yur state regulatr(s). Click here t review all renewal deadlines,
EXXONMOBIL SAVINGS PLAN Hardship Withdrawal Form
EXXONMOBIL SAVINGS PLAN Hardship Withdrawal Frm Name: Sc. Sec #: Wrk Phne: ( ) Hme Phne ( ) Yu may request a hardship withdrawal when yur financial need cannt be met thrugh: Reimbursement r cmpensatin
January 2017 *Benefits Highlights for Medical Center Employees
January 2017 *Benefits Highlights fr Medical Center Emplyees Health Insurance Plans A Tricare Supplement plan is ffered t Tricare eligible emplyees: all ther emplyees have t the ptin t enrll in the MUSC
2. Enjoy making delicious, home-cooked meals your family will love by using the products, recipes and grocery lists in your meal kit.
Updated Octber 2017 Frequently Asked Questins OVERVIEW What is TS t Yu?» TS t Yu is meals and mre delivered t yur dr, autmatically. There are n cmmitments and as a member f TS t Yu, yu ll earn a 10% credit
YAMAMOTO WEALTH MANAGEMENT GROUP RBC DOMINION SECURITIES CLIENT QUESTIONNAIRE
RBC Dminin Securities Inc. YAMAMOTO WEALTH MANAGEMENT GROUP RBC DOMINION SECURITIES CLIENT QUESTIONNAIRE What t bring t yur meeting Please bring the fllwing dcuments with yu t help make ur meeting mre
Verification Worksheet
2015-2016 Verificatin Wrksheet Independent Student Tracking Grup V1 STAFF USE ONLY Frm Received by Date Yur 2015 2016 Free Applicatin fr Federal Student Aid (FAFSA) was selected fr review in a prcess called
FAQs What does my insurance cover? What will this event cost? I don t know who my insurer is. How can I find out?
FAQs What des my insurance cver? Virtually every hme insurance plicy cvers damage caused by fire, even if the fire began n a neighburing prperty, as lng as the fire was nt started intentinally by the insured.
HOW DO I FILE A MOTION TO REDEEM PERSONAL PROPERTY?
HOW DO I FILE A MOTION TO REDEEM PERSONAL PROPERTY? Sample MOTION TO REDEEM 7 3 4 (Yur Name) (Yur Address) (Yur City, State, Zip) (Yur Phne Number) Self-Represented Debtr 5 6 7 8 9 UNITED STATES BANKRUPTCY
U.S. Tax Class Handout (v2)
U.S. Tax Class Handut (v2) Slide 1 US Taxes fr the Faint f Heart Gary Kenig (GKenig@OpenFur.cm) AARP Tax-Aide Cunselr (10 years) and Trainer with 45 years tax preparatin experience February 10, 2015 Slide
HAMP Reporting System Servicer Release Notes January 28, 2016
HAMP Reprting System Servicer Release Ntes January 28, 2016 The Hme Affrdable Mdificatin Prgram SM (HAMP ) Reprting System Servicer Release Preview prvides an verview f the planned enhancements t the HAMP
University of Oregon Sponsored Projects Services T32 & IGERT Group Training Grant Charge Guidance. Guidance Purpose and Overview
University f Oregn Spnsred Prjects Services T32 & IGERT Grup Training Grant Charge Guidance Guidance Purpse and Overview The University f Oregn (UO) has been awarded multiple spnsred prjects with the intent
Explanation of a U.S. Address and/or U.S. Phone Number (S3)
Explanatin f a U.S. Address and/r U.S. Phne Number (S3) Custmer Name Custmer Number By cmpleting yur IRS Frm W-8 yu are affirming that yu are nt a citizen r resident f the United States r ther U.S. persn
Preparing for Your Early Retirement
Preparing fr Yur Early Retirement Imprtant Infrmatin fr Railrad Emplyees Eligible fr GA-46000 Eligibility fr Railrad Annuity Railrad Retirement Bard https://secure.rrb.gv/ Call yur lcal Railrad Retirement
Compass Critical Illness Insurance Enrollment at a glance An affordable way to help protect against the financial stress of a serious illness.
Cmpass Critical Illness Insurance Enrllment at a glance An affrdable way t help prtect against the financial stress f a serius illness. Fr the emplyees f: ACME Truck Line, Inc. D yu knw smene wh has had
2018 J. H. BUDDY RASPBERRY SCHOLARSHIP FINANCIAL ASSISTANCE APPLICATION
2018 J. H. BUDDY RASPBERRY SCHOLARSHIP FINANCIAL ASSISTANCE APPLICATION BASIS OF ELIGIBILITY Due Mnday, April 16, 2018 NO EXCEPTIONS The J.H. Buddy Raspberry Schlarship Fund is ffering an additinal schlarship