Fact Finder - Page 1 of 10

Your Information

Name:
Date of Birth / /
Occupation Retired Working
Smoking Non-smoker Smoker
Marital Status Married Single Widowed Divorced
Home Street Address
City, State, Zip: ,
Home Phone () -
Work Phone () -
Cell Phone () -
E-Mail Address:

Your Health

Are you currently being treated by a physician? Yes No
Treatments:
Are you currently taking any medications? Yes No
Medications:
Physician's Name:
Physician's Phone Number: () -

Spouse's Information

Name:
Date of Birth: / /
Occupation Retired Working
Smoking: Non-smoker Smoker
Cell Phone () -
E-Mail Address:

Spouse's Health

Is your spouse currently being treated by a physician? Yes No
Treatments:
Is your spouse currently taking any medications? Yes No
Medications:
Spouse's Physician's Name:
Spouse's Physician's Phone Number: () -

Children

Name Age Resident
State
Financial Position Special Needs
Do you have grandchildren? Yes No
How Many?
Ages:

Income

Husband Wife
Social Security $ $
Pension $ $
Total Annual Unearned Income $ $
Total Earned Income $ $
Income Required Monthly $ $

7941 Ravenna Rd., Hudson, OH 44236, (330) 656-0007.
Copyright (C) 2009 Nye Financial Group, Inc., All rights reserved.
For questions or concerns about our web site, please contact webmaster@nyegroup.com.