The Silver questionnaires have been recreated using the latest fillable PDF features. The questionnaires can be filled electronically and saved to complete later or for record keeping. The new questionnaires automatically sizes the text to fit, helps reduce typing mistakes with built-in formatting, and includes drop down selections.
Two versions of the fillable style questionnaire are now available. The Silver Questionnaire no longer asks for planning assumptions such as rates of return and inflation as this information is typically provided by the advisor. For advisors filling in the questionnaire for their clients, the Silver Detailed Questionnaire collects all information including planning assumptions.
To view all questionnaires available, visit moneytree.com/questionnaires.
