Secure document request list

Review Thursday, October 15, 2026 4 of 6 items received 2025 tax return waiting 19 days Client-visible

Everything Quillfield Wealth Advisors has asked the Abernathy household for ahead of the October 15 annual review, in one list: what has arrived, what is still outstanding, who holds each item and what happens next. Kept by Zaid Bukhari, operations associate, for Anne and Gerald Abernathy and for Rebecca Stroud, client service director. Status as of Tuesday, September 29, 2026. Issued Thursday, October 1, 2026.

Sample template: the firm, people, clients and figures are fictional, and the embedded view holds synthetic sample records.

What has arrived and what has not

Six items were requested for the review: beneficiary confirmations, the 2025 tax return, two insurance statements and a Social Security estimate for each spouse. Four have arrived through the secure request. Two are outstanding, and both are held by someone outside the household. Each square below is one item.

Live example from the Dashboards app, shown with the Abernathy household's demo data. Block dates move forward each week, so they can differ from the sample dates on this page.

Who holds each item

The table lists the six requested items. "Who holds it" is the person or organization that has the document today, which is who Quillfield asks when an item is late.

Everything still open before the review

The board below shows every open item by status. Waiting on household means the next move is Anne and Gerald's. Waiting on third party means a custodian, insurer, provider or accountant holds it. In progress means Quillfield is working on it, and Requested means the request has gone out. The view lists 18 items across six households. Seven belong to the Abernathy household: three are Waiting on household (IRA consolidation transfer form, Trust certification signed by both trustees, Identification documents for both trustees) and four are Waiting on third party (2025 tax return, Long-term care policy statement, 401k rollover deposit, Variable annuity statement).

Chasing an item held by someone else

An item held by a third party follows the same steps every time. The steps below show where the 2025 tax return stands. The household accountant has not answered two requests, and Anne authorized Quillfield to request the return from the accountant directly.

Any item waiting more than 14 days goes on Rebecca Stroud's list for a call. These four items sit with third parties today.

Why the days waiting differ from the days since the request

Days waiting run from the date an item was requested to September 29. The 2025 tax return and the long-term care statement were requested on September 10, the 401k rollover deposit on September 17 and the variable annuity statement on September 23. The IRA consolidation transfer form was requested on August 19, which is why it shows 41 days.

What the household can do now

Household checklist

✓Beneficiary confirmations sent through the secure request

✓Social Security estimates for Anne and Gerald uploaded

Anne signs the corrected IRA transfer form. Rebecca Stroud submits it before the Oct 15 review

Both trustees sign the trust certification. Rebecca Stroud sent the form, and the trust account needs to open by Oct 20

Upload one identification document for each trustee through the secure request

The table below is the same Abernathy list as the board, with the days each item has waited and who holds it.

Live example from the Dashboards app, shown with the Abernathy household's demo data.

The household should never have to ask us what is still missing. If an item is on the list, the list says who has it and when we next ask for it.

Who keeps this list

How to use this template

Keep one list for each review. Add every item the review needs when the review enters preparation, record receipt as items arrive, and name who holds each item that is still outstanding.

Variable	Meaning	Required
{{household.name}}	Household the list belongs to	Required
{{review.date}}	Date of the review the items are for	Required
{{item.name}}	Name of each requested item	Required
{{item.holder}}	Person or organization that holds the item	Required
{{item.status}}	Received, outstanding or waiting on a named party	Required
{{item.owner}}	Quillfield staff member who chases the item	Required
{{item.next_step}}	Next contact or deadline for the item	Required
{{authorization.note}}	Authorization the household gave to contact a third party	Optional

If a required value is missing, show Needs review in its place; never guess a status or a date. If the request record cannot be read, show Unavailable and do not report an item as received.

The live Dashboards blocks on this page show the Abernathy household demo profile. Point each block at your own client's profile, or remove it, before you share the page. Filter the embedded view to the same client as well.