Income and assets form 2026

1. Click ‘Get Form’ to open the income and assets form in the editor.
2. Begin by entering your personal information. If married, fill in both spouses' names, Social Security numbers, and birthdates. If single, provide your details only.
3. Proceed to the asset list sections. For retirement accounts, input the company name, account holder's name, account number, and current value for each account listed.
4. Continue with life insurance policies by detailing the company name, policy owner, policy number, current value, and death benefit for each policy.
5. For real estate assets, specify the address, how it is titled (e.g., joint ownership), approximate value, and mortgage amount if applicable.
6. Fill in bank accounts by providing the bank name, type of account (checking/savings), owners' names, account numbers, and approximate balances.
7. Complete any additional sections such as brokerage accounts or closely held business interests as needed.
8. Once all relevant fields are filled out, review your entries for accuracy before saving or printing the completed form.

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