Tell us who is in your household and who relies on you. It takes about three minutes.
How this works. Fill this in with your advisor, or on your own. It runs only in this browser tab. Nothing is sent or stored online, and it clears when you refresh or close the page. When you are done, click "Generate PDF" and save the file, then send it to your advisor.
1About you
2Your household
Add yourself first, then each person who lives with you, relies on you for money, or earns for the family.
First names are enough. Please do not enter PAN, Aadhaar, or account numbers anywhere in this form.
3Things you own together
A home, investments, or loans held jointly with someone in your family.
4Support outside this household
Example: parents who live in another city.
A print window opens. Choose "Save as PDF" as the printer. This form collects facts only and gives no advice.