Outside Asset Tracking

Hidden

Please note: If more than one participant has outside assets, a separate submission must be made for each participant.

Your Name(Required)
Enter the name of the person recording this information. This will allow you to make changes.
Enter the email address of the person recording this information. This will allow you to make changes.
Employee Name(Required)
Enter the name of the employee for whom you are entering recording assets for.
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Outside Asset Reporting(Required)

Please complete one line for each asset for which you are reporting.
Click the (+) at the end of each row to add another record.

Asset Name
Beginning Value 1/1/2023
Purchase $
Sale $
Fees $
Ending Value 12/31/2023
 
Outside Asset Reporting(Required)

Please complete one line for each asset for which you are reporting.
Click the (+) at the end of each row to add another record.

Asset Name
Value as of 12/31/2023
NEW Investments Purchased in 2024
Sale $
Fees $
Ending Value 12/31/2024
 
Upload bank account statements 1/1/2024 - 12/31/2024.
Drop files here or
Accepted file types: pdf, xlxs, csv, Max. file size: 50 MB.
    Upload titles of each asset.
    Drop files here or
    Accepted file types: pdf, xlxs, csv, Max. file size: 50 MB.
      Tangible Assets
      Are you in possession of any tangible assets?
      Consent(Required)

      WAIT! If you think you will need to make changes, CLICK SAVE and you will be given a link to return back to this form so you can make changes. If this form is COMPLETE, click SUBMIT, your records will be recorded into our system and our Admins will begin compliance work.