Abernathy householdReview and service
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Files
What Quillfield needs, why, and by when. Upload straight into the request.
Open requests
Oldest first. The tax return and the long-term care statement are held by someone outside the household.
- Corrected IRA transfer formAnne signs it, then Rebecca submits it to the receiving custodian.Before Oct 15
- Trust certification signed by both trusteesThe custodian will not open the family trust account without it.By Oct 15
- Identification document for each trusteeOne for Anne and one for Gerald, uploaded here.By Oct 15
- 2025 tax returnWith your accountant. Quillfield asks directly, as Anne authorized.Due Oct 9
- Long-term care policy statementWith the insurer. Zaid follows up on Oct 2.19 days
- Beneficiary confirmations, two Social Security estimates, one insurance statementFour of the six items arrived through the secure request.Received
Authorization on file
Anne authorized Quillfield to request the 2025 tax return from the household accountant directly. Any other request to the accountant needs her approval first.
Documents move through the secure request, not through email attachments.