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p Bank accounts (savings accounts, CDs)
p Mutual funds
p Brokerage accounts
p Stocks held outside of mutual funds or brokerage accounts
p Bonds held outside of mutual funds or brokerage accounts
p Partnership or other business agreements
p Other
Loan Documents, Statements, and Credit Reports
p Student Loans
p Mortgage(s)
p Car(s)
p Credit cards
p Other
p Copy of recent credit report