Direct answer
You'll need your two most recent tax returns, recent paystubs, retirement and investment statements, student loan statements, malpractice declarations, and a government-issued ID.
You'll need your two most recent tax returns, recent paystubs, retirement and investment statements, student loan statements, malpractice declarations, and a government-issued ID.
Why we ask
Each document feeds a specific part of your plan: tax returns inform tax-loss harvesting and Roth conversion strategy, paystubs confirm RVU/wage structure for proper withholding, and loan statements determine PSLF eligibility and refinancing options. The more complete your intake, the more precise your plan.
How to upload
After you create your portal login, the onboarding wizard walks you through each document category. Files are uploaded to an encrypted document vault and reviewed by your advisor under our privacy policy. You can upload at your own pace and we'll notify you of anything missing.
Step-by-step
- 1
Gather your two most recent federal tax returns (1040 plus schedules).
- 2
Collect your two most recent paystubs or RVU statements.
- 3
Export current statements for every retirement and investment account.
- 4
Locate your student loan statements and any PSLF qualifying payment records.
- 5
Find your malpractice declaration page and driver's license.
- 6
Upload each document to the appropriate category in the document vault.
Download a branded PDF copy
Enter your name and email to download this article as a branded PDF. We'll occasionally share insights for healthcare professionals — no spam, unsubscribe anytime.
Still need help?
Submit a question or schedule a consultation with a Cognis fiduciary advisor.