2022 AFBA Financial Planning Guide

8-6. PERSONAL DATA WORKSHEET (Step 1) PERSONAL DATA ON YOURSELF

Full Name:

Social Security No.:

Place of Birth:

Date of Birth:

Present Address: Permanent Home Address (if different): Employer:

Years Employed:

Other Pertinent Information:

PERSONAL DATA ON YOUR SPOUSE

Full Name:

Social Security No.:

Place of Birth:

Date of Birth:

Present Address (if different than yours): Permanent Home Address (if different): Employer:

Years Employed:

Other Pertinent Information:

PERSONAL DATA ON YOUR DEPENDENTS

Dependent’s Name

Relationship

Date of Birth

Social Security Number

MILITARY INFORMATION

Service Number:

Present Rank:

Date Entered Active Duty:

Regular or Reserve:

Enlistment Date:

Flying Status:

Commission Date:

Pay Date:

Dates of Active Duty Service Tours

Dates of Rank or Promotion

From:

To:

Rank:

Date:

From:

To:

Rank:

Date:

From:

To:

Rank:

Date:

From:

To:

Rank:

Date:

From:

To:

Rank:

Date:

CHAPTER 8: PRINCIPLES OF FINANCIAL PLANNING

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