Issue link: https://info.seic.com/i/1476818
4 Introduction. This profiling kit is designed to help you identify your investment objectives and evaluate different investment options. It will help you define important factors, including the length of time you have to invest, your tax considerations, and your ability to withstand short-term market volatility that may affect the value of your investment. Your feelings about investing and taking risks are also very important. This profiling kit will help build the base of information needed for the development of an appropriate asset allocation policy and comprehensive investment plan. Personal information Client name (last, first, middle initial) Address Social Security number (Tax ID) Date of birth Currently employed: ● yes ● no Occupation Daytime phone Evening phone Current federal tax bracket Current state tax bracket Current local tax bracket Alternative minimum tax: ● yes ● no Anticipated retirement age Marital status Number of dependents Family information Spouse's name (last, first, middle initial) Spouse's address Spouse's Social Security number (Tax ID) Spouse's date of birth Spouse currently employed: ● yes ● no Spouse's occupation Child 1: name Child 1: date of birth Child 2: name Child 2: date of birth Child 3: name Child 3: date of birth Child 4: name Child 4: date of birth Child 5: name Child 5: date of birth