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Get the free 2015 2016 ASSET INFORMATION FORM - Trocaire College

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FINANCIAL AID OFFICE 360 Create Ave., Buffalo, NY 14220 OFFICE 716.826.1200 FAX 716.828.6117 2015 2016 ASSET INFORMATION FORM Part of the verification process requires that you report your asset information
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How to fill out 2015 2016 asset information

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How to fill out 2015 2016 asset information:

01
Gather all relevant financial documents from the years 2015 and 2016, including bank statements, investment statements, and property records.
02
Begin by listing all assets owned during this period, such as real estate, vehicles, stocks, bonds, retirement accounts, and personal belongings of significant value.
03
Provide specific details for each asset, including the purchase date, the original cost, and the current market value.
04
If applicable, include any relevant debt associated with these assets, such as mortgages or loans.
05
Be sure to accurately calculate the depreciation, if applicable, for any depreciable assets.
06
Clearly identify any assets that were sold or disposed of during this period and provide the corresponding information for those transactions.
07
Double-check all calculations and ensure that all values are accurately recorded.
08
Sign and date the asset information form, confirming the accuracy of the provided data.
09
Keep copies of all supporting documents as proof of the reported asset information.

Who needs 2015 2016 asset information:

01
Individuals who are preparing their tax returns for the years 2015 and 2016 may need to provide asset information as part of their filing.
02
Financial advisors and accountants may require this information to assess an individual's financial status during these specific years and provide appropriate advice and recommendations.
03
Estate planners and attorneys may request this information when creating or updating legal documents such as wills, trusts, or estate plans.
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The asset information form is a document used to report detailed information about an individual's assets.
Individuals who meet certain criteria, such as high net worth or holding specific types of assets, are required to file the asset information form.
The asset information form can be filled out manually or electronically, following the instructions provided by the relevant authority.
The purpose of the asset information form is to provide transparency and accountability regarding an individual's assets, for tax or regulatory purposes.
The asset information form typically requires information about various types of assets, including bank accounts, investments, real estate, and valuable personal possessions.
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