Solo 401k account statement
We are applying for a new mortgage and the lender would like to see a quarterly statement for our retirement accounts. Do you have anything prepared that I could plug my numbers into?
The following template can be used:
Note the following to properly complete the statement:
- Download the file and save it on your hard drive
- Open the file and edit the cells that are highlighted in yellow. Do not edit any other cells since the sheet includes formulas.
- Insert your information
- Refer to your Adoption Agreement document for any plan information
- Account number is comprised of two numbers, connected by a "-": the plan number (which is listed on your Adoption Agreement and is usually 001) and the last 4 digits of your Social Security Number
- Double-check your entered information for accuracy
- Remove the yellow highlights and save the file
- Save the file in PDF format. Do not send it in Excel format.
There are free software versions on the web which allow you to convert the file to PDF, if needed. You can then provide the PDF file to the person requesting the statement.