Please provide the following information:
Name: Your date of birth: Spouse's name and date of birth: Please list any children: And their date of birth: Are you currently living in the USA? Yes No State of Residence? Current assignment entity? Will you be moving oversea/returning to the US soon? Going Coming Home No Change When? When is your next furlough and for how long? Are you currently claiming the Foreign Earned Income exclusion? Yes No Does Either spouse work outside of Wycliffe? Yes No How long have you been with Wycliffe? In missions? How is your overall health given your age? Do you have any pending inheritances? Yes No Do you anticipate any major expenses over the next five years? Yes No Do you own a home? Yes No How much is it worth? How much do you owe? Are you paying into Social Security? Yes No Are you claiming a housing allowance? Yes No If yes, amount List investments that are not a part of your Wycliffe retirement plan: Investment name Type of Account* Registration Name Dollar Value Income from Wycliffe? Income from interest & dividends? Income from other (or spouse) employment? Please explain Indicate the best way to communicate E-mail address Phone Number Other Comments Please upload a copy of your taxes in PDF format on this page: upload . You may also mail a copy to our office.
Name:
Your date of birth:
Spouse's name and date of birth:
Please list any children:
Will you be moving oversea/returning to the US soon? Going Coming Home No Change When?
List investments that are not a part of your Wycliffe retirement plan:
Please upload a copy of your taxes in PDF format on this page: upload . You may also mail a copy to our office.