@0 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 49 50 @0 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 48 49 @0 3 1 2 3 4 5 6 7 8 9 10 20 21 22 @0 4 1 2 3 4 5 6 7 8 9 10 12 13 15 16 17 @0 5 1 2 3 4 5 6 @0 6 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 @0 7 1 5 6 7 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 @0 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 @0 9 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 @0 10 1 2 3 5 6 7 8 10 11 12 13 14 15 16 17 18 19 20 21 22 23 @0 11 1 2 3 4 5 6 7 8 9 10 11 12 @0 12 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 @0 13 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 @0 14 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 @0 15 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 @0 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 31 32 33 34 35 36 @1 1 A 60 1 LEGAL_NAME ^What is your full legal name? [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @1 2 M 1 2 MALE_FEMALE ^Enter "M" if you are Male or "F" if you are Female. ale or emale^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @1 3 A 40 3a CITY ^In what city do you live? [Example: Chicago]^ ^It is not necessary to follow the city with a comma. Use the name of the community as named by the United States Post Office.^ @1 4 S 20 3b STATE ^In what state do you live? [Example: IL]^ ^Use the two-letter abbreviation for your state.^ @1 5 A 60 4 SPOUSE_NAME ^What is the full name of your Spouse? [Example: Mary B. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @1 6 Y 1 5 GIVE_PROPERTY 7 20 ^Do you want to give specific items of your property or specific amounts of cash to a specific person or organization? es or o^ ^Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question. Press [F1] Help for Additional Comments.^ @1 7 X 1 6 NUMBER_GIFTS 18 16 14 12 10 8 1 Gift 2 Gifts 3 Gifts 4 Gifts 5 Gifts 6 Gifts ^How many specific gifts do you want to make? A) 1 Gift B) 2 Gifts C) 3 Gifts D) 4 Gifts E) 5 Gifts F) 6 Gifts^ ^You may leave specific gifts of property for up to six individuals or organizations using this program. Enter the letter of your choice. Press [F10] or [Enter] to move to the next question.^ @1 8 A 60 7a DONEE_SIX ^Name the person or organization to whom you want to give a gift. [Example: John F. Smith]^ ^You should enter the full name of the person or organization to whom you are giving a gift here.^ @1 9 B 750 7b GIFT_SIX ^Enter a description of the specific gift you want to give. [Example: my antique diamond and ruby necklace] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @1 10 A 60 8a DONEE_FIVE ^Name the person or organization to whom you want to give a gift. [Example: Mary S. Martinez]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @1 11 B 750 8b GIFT_FIVE ^Enter the description of the specific gift you want to give. [Example: my 14K gold wedding band] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @1 12 A 60 9a DONEE_FOUR ^Name the person or organization to whom you want to give a gift. [Example: Mark B. Jackson]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @1 13 B 750 9b GIFT_FOUR ^Enter the description of the specific gift you want to give. [Example: my gold coin collection] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @1 14 A 60 10a DONEE_THREE ^Name the person or organization to whom you want to give a gift. [Example: Susan A. Carlson]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @1 15 B 750 10b GIFT_THREE ^Enter the description of the specific gift you want to give. [Example: my Reed & Barton silver flatware set] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @1 16 A 60 11a DONEE_TWO ^Name the person or organization to whom you want to give a gift. [Example: Louis B. Hickman]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @1 17 B 750 11b GIFT_TWO ^Enter the description of the specific gift you want to give. [Example: my 1964 red Corvette] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @1 18 A 60 12a DONEE_ONE ^Name the person or organization to whom you want to give a gift. [Example: Barbara L. Redmond]^ ^You should enter the full name of the person or organization to whom you are giving a gift here.^ @1 19 B 750 12b GIFT_ONE ^Enter the description of the specific gift you want to give. [Example: my 1 carat Marquis diamond wedding ring] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @1 20 K 0 13 COMMENT ^State laws allow your spouse to receive a portion of your estate, even if you leave your spouse nothing. If you want to prevent your spouse from receiving your residuary estate or limit the amount your spouse will receive, you cannot use this program. CONSULT WITH AN ATTORNEY.^ ^This program is designed to pass your residuary estate to your spouse, provided that he or she does not die before you do.^ @1 21 Y 1 14a CHILDREN 22 44 ^Do you have any children? es or o^ ^Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question.^ @1 22 X 1 14b MULT_CHILDREN 27 23 1 Child 2 or more Children ^Do you have one child or two or more children? A) 1 Child B) 2 or more Children^ ^Enter the letter of your choice. Press [F10] or [Enter]. Count all of your living children, including any adopted children, children by a previous marriage or children born out of wedlock.^ @1 23 N 2 14c NMBR_CHILD 24 24 ^How many children do you have? [Example: 3]^ ^Count all of your living children, including any adopted children, children by a previous marriage or children born out of wedlock.^ @1 24 L 750 16 CHILD_NAMES ^What are the full names of your child(ren)? [Example: James C. Doe Jennifer D. Doe]^ ^Enter each child's name on a separate line. Press [Enter] to move to the next line. Press the up arrow key to move to a previous entry. Press [F10] to move to the next question.^ @1 25 X 1 15 BENEFICIARY 33 26 33 26 31 32 Children then grandchildren-equal shares Children then grandchildren-unequal shares Children in equal shares Children in unequal shares Children and others Others only ^If your spouse dies before you do, who should receive the remainder of your estate? A) Children then grandchildren-equal shares B) Children then grandchildren-unequal shares C) Children in equal shares D) Children in unequal shares E) Children and others F) Others only^ ^Remainder is that part of an estate which is left after all the special gifts and all the taxes have been paid. Press [F1] Help for Additional Comments.^ @1 26 % 750 17 CHILD_PERCENT 33 33 ^Here are the names of your child(ren). What percentage of your estate should each one receive? [Example: Mary Doe 50 Jane Doe 25 Robert Doe 25]^ ^Enter the percentage of your estate you wish to leave each child. Press [Tab] to move to the percentage column and [Enter] to move to the next line.^ @1 27 L 750 15 CHILD_NAMES ^What is the name of your child? [Example: James C. Doe]^ ^Enter your child's full name. Press [F10] to to move to the next question.^ @1 28 X 1 16 RESIDUARY 33 29 31 32 Child then grandchildren Child then others Child and others Others only ^Who do you want to receive your residuary estate? Your residuary estate is all the property remaining after you have made any specific gifts. A) Child then grandchildren B) Child then others C) Child and others D) Others only^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question. Press [F1] Help for Additional Comments.^ @1 29 A 60 18a REMAINDER ^If your spouse and child die before you do, who should receive the remainder of your estate?^ ^You may name charities or other organizations, as well as individuals. If you do not say what your wishes are, the money can go to the state.^ @1 30 A 60 18b REMAINDER_TWO 33 33 ^If your spouse, child and your first choice of beneficiary to receive the remainder of your estate die before you do, who should receive the remainder of your estate?^ ^The person or organization named in this question has a very small chance of receiving any of your estate. The question is included to cover all possibilities.^ @1 31 % 750 18 CHILD_BENE 33 33 ^Here are the names of your child(ren). Add the names of additional beneficiaries and the percentage of your estate each person named here should receive if your spouse dies before you do. [Example: Mary Ellen Doe 40 Barbara Smith 30 Randall Jones 20 Bonnie Grant 10]^ ^You may identify up to 12 beneficiaries using this program. Press [Tab] to move to the percentage column and [Enter] to move to the next line.^ @1 32 % 750 18 BENE_PERCENT ^Name the person(s) and the percentage of your estate you want them to receive if your spouse dies before you do. [Example: Barbara Smith 50 Randall Jones 30 Bonnie Grant 20]^ ^Enter the names of up to 12 beneficiaries and the percentage of your estate you wish to leave to each. Press [Tab] to move to the percentage column and [Enter] to move to the next line.^ @1 33 Y 1 20 MINOR_CHILD 34 40 ^Are any of your child(ren) under the age of 18? es or o^ ^Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question.^ @1 34 A 60 21a GUARDIAN ^If the other parent of your minor children dies before you do, who will be the Guardian of your minor children?^ ^This Last Will and Testament names the other parent(s) of your minor children as Guardian. If the other parent dies before you do, you should name a person you trust as Guardian.^ @1 35 A 60 21b GUARDIAN_TWO ^If this person cannot serve as Guardian, who else do you want to name?^ ^If the person you just named as Guardian dies before you do or is otherwise unable to serve as Guardian, you can name an alternative Guardian here.^ @1 36 Y 1 22 TRUST 37 40 ^Do you want to set up a trust for any of your minor children? es or o^ ^The trust lets you appoint a person (called a Trustee) to oversee and manage the investment of your estate, and make payments for your children's support, welfare and education.^ @1 37 T 750 22a TRUST_AGE ^Here are the names of your child(ren). Press [Tab] and enter the age that the trust should terminate for that child. Enter an age between 18 and 30. [Example: James C. Doe 25 Jennifer A. Doe 21]^ ^If you do not want to set up a trust for any one of your children, highlight the name and press [F2] to delete. Press [F1] Help for Additional Comments.^ @1 38 A 60 22b TRUSTEE_1 ^Enter the name of the person you want to serve as Trustee. [Example: Marilyn C. Moore]^ ^The person you named as Guardian may also be entered here. Press [F1] Help for Additional Comments.^ @1 39 A 60 22c TRUSTEE_2 ^If this person cannot serve as Trustee, enter the name of your alternate choice. [Example: Matthew R. Russell]^ ^The person you named as Guardian may also be entered here. Press [F1] Help for Additional Comments.^ @1 40 A 60 23a EXECUTOR ^Who will be the Executor of your estate? Note: It is common to name your spouse as Executor.^ ^Your Executor is the person who will be responsible for carrying out the terms of your Last Will and Testament. This should be a person you trust.^ @1 41 A 60 23b EXECUTOR_TWO ^If this person cannot serve as Executor, who else do you want to name?^ ^If your first choice as Executor dies before you do, or is otherwise unable to serve as Executor, you can name an alternate Executor here.^ @1 42 X 1 24 TAXES_PAID 49 49 43 Out of your residuary estate As provided for by state law Out of a designated asset or assets ^Select the manner in which you want estate and inheritance taxes paid by your Executor. A) Out of your residuary estate B) As provided for by state law C) Out of a designated asset or assets^ ^This program provides three options for the payment of estate and inheritance taxes, if any. Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @1 43 B 750 24a TAX_ASSET 49 49 ^List the asset or assets from which you want any estate or inheritance taxes paid. [Example: Money market account #12345 at Big Board Brokers. Certificates of Deposit at Mississippi River Bank.]^ ^Designate assets in the order you want them depleted to pay taxes. Include bank account numbers, serial numbers of goods, stock numbers, or anything else needed to clearly identify the item.^ @1 44 % 750 18 BENE_PERCENT ^Name the person(s) and the percentage of your estate you want them to receive if your spouse dies before you do. [Example: Barbara Smith 50 Randall Jones 30 Bonnie Grant 20]^ ^Enter the names of up to 12 beneficiaries and the percentage of your estate you wish to leave to each. Press [Tab] to move to the percentage column and [Enter] to move to the next line.^ @1 45 A 60 20 EXECUTOR ^Who will be the Executor of your estate? Note: It is common to name your spouse as Executor.^ ^Your Executor is the person who will be responsible for carrying out the terms of your Last Will and Testament. This should be a person you trust.^ @1 46 A 60 21 EXECUTOR_TWO ^If this person cannot serve as Executor, who else do you want to name?^ ^If your first choice as Executor dies before you do, or is otherwise unable to serve as Executor, you can name an alternate Executor here. Do not use any nicknames or abbreviations.^ @1 47 X 1 22 TAXES_PAID 49 49 48 Out of your residuary estate As provided for by state law Out of a designated asset or assets ^Select the manner in which you want estate and inheritance taxes paid by your Executor. A) Out of your residuary estate B) As provided for by state law C) Out of a designated asset or assets^ ^This program provides three options for the payment of estate and inheritance taxes, if any. Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @1 48 B 750 23 TAX_ASSET ^List the asset or assets from which you want any estate or inheritance taxes paid. [Example: Money market account #12345 at Big Board Brokers. Certificates of Deposit at Mississippi River Bank.]^ ^Designate assets in the order you want them depleted to pay taxes. Include bank account numbers, serial numbers of goods, stock numbers, or anything else needed to clearly identify the item.^ @1 49 B 750 25 FUNERAL ^In a complete sentence, enter any funeral, burial or cremation instructions here. [Example: Unless I have already done so, I direct my Executor to spend a reasonable amount to purchase my burial plot and a suitable headstone subject to the approval of my spouse.]^ ^You can enter any instructions for your funeral and burial or cremation here. Press [F1] Help for Additional Comments.^ @1 50 D 8 26 DATE_OF_WILL ^Enter the date of your Last Will and Testament. [Example: 09/28/90]^ ^This is the date you will print and sign your will and have it witnessed. Press [F1] Help for Additional Comments.^ @2 1 A 60 1 LEGAL_NAME ^What is your full legal name? [Example: Mary M. Doe]^ ^Do not use any abbreviations or any nicknames. The name must be the legal name, not the social name.^ @2 2 M 1 2 MALE_FEMALE ^Enter "M" if you are Male or "F" if you are Female. ale or emale^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @2 3 A 40 3a CITY ^In what city do you live? [Example: Chicago]^ ^It is not necessary to follow the city with a comma. Use the name of the community as named by the United States Post Office.^ @2 4 S 20 3b STATE ^In what state do you live? [Example: IL]^ ^Use the two-letter abbreviation for your state.^ @2 5 Y 1 4a GIVE_PROPERTY 6 19 ^Do you want to give specific items of your property or specific amounts of cash to a specific person or organization? es or o^ ^Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question. Press [F1] Help for Additional Comments.^ @2 6 X 1 4b NUMBER_GIFTS 17 15 13 11 9 7 1 Gift 2 Gifts 3 Gifts 4 Gifts 5 Gifts 6 Gifts ^How many specific gifts do you want to make? A) 1 Gift B) 2 Gifts C) 3 Gifts D) 4 Gifts E) 5 Gifts F) 6 Gifts^ ^You may leave specific gifts of property for up to six individuals or organizations using this program. Enter the letter of your choice. Press [F10] or [Enter] to move to the next question.^ @2 7 A 60 5a DONEE_SIX ^Name the person or organization to whom you want to give a gift. [Example: John Fitzgerald Smith]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @2 8 B 750 5b GIFT_SIX ^Enter a description of the specific gift you want to give. [Example: my antique diamond and ruby necklace] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @2 9 A 60 6a DONEE_FIVE ^Name the person or organization to whom you want to give a gift. [Example: Mary S. Martinez]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @2 10 B 750 6b GIFT_FIVE ^Enter the description of the specific gift you want to give. [Example: my 14K gold wedding band] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @2 11 A 60 7a DONEE_FOUR ^Name the person or organization to whom you want to give a gift. [Example: Mark B. Jackson]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @2 12 B 750 7b GIFT_FOUR ^Enter the description of the specific gift you want to give. [Example: my gold coin collection] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @2 13 A 60 8a DONEE_THREE ^Name the person or organization to whom you want to give a gift. [Example: Susan A. Carlson]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @2 14 B 750 8b GIFT_THREE ^Enter the description of the specific gift you want to give. [Example: my Reed & Barton silver flatware set] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @2 15 A 60 9a DONEE_TWO ^Name the person or organization to whom you want to give a gift. [Example: Louis B. Hickman]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @2 16 B 750 9b GIFT_TWO ^Enter the description of the specific gift you want to give. [Example: my 1964 red Corvette] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @2 17 A 60 10a DONEE_ONE ^Name the person or organization to whom you want to give a gift. [Example: Barbara L. Redmond]^ ^You should enter the full name of the person or organization to whom you are giving a gift here. Do not use any nicknames or abbreviations.^ @2 18 B 750 10b GIFT_ONE ^Enter the description of the specific gift you want to give. [Example: my 1 carat Marquis diamond wedding ring] Note: Begin with the word "my" or "the" in lower case.^ ^Enter an exact description of the property you are giving the person or organization. The description must be long enough to identify the property completely and clearly.^ @2 19 Y 1 11a CHILDREN 20 42 ^Do you have any children? es or o^ ^Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question.^ @2 20 X 1 11b MULT_CHILDREN 25 21 1 Child 2 or more Children ^Do you have one child or two or more children? A) 1 Child B) 2 or more Children^ ^Enter the letter of your choice. Press [F10] or [Enter]. Count all of your living children, including any adopted children, children by a previous marriage or children born out of wedlock.^ @2 21 N 2 11c NMBR_CHILD 22 22 ^Enter the number of children you have. [Example: 3]^ ^Again, count all of your living children, including any adopted children, children by a previous marriage or children born out of wedlock.^ @2 22 L 750 12 CHILD_NAMES ^What are the full names of your child(ren)? [Example: James C. Doe Jennifer D. Doe]^ ^Give the full legal name of each child you counted in Question 11. Do not use any abbreviations, nicknames, pet names or baby names. Enter each child's name on a separate line.^ @2 23 X 1 13 RESIDUARY 31 24 31 24 29 30 Children then grandchildren-equal shares Children then grandchildren-unequal shares Children in equal shares Children in unequal shares Children and others Others only ^Who do you want to receive your residuary estate? A) Children then grandchildren-equal shares B) Children then grandchildren-unequal shares C) Children in equal shares D) Children in unequal shares E) Children and others F) Others only^ ^Enter the letter of your choice. Press [F10] or [Enter] to move to the next question. Press [F1] Help for Additional Comments.^ @2 24 % 750 14 BENEFICIARY 31 31 ^Here are the names of your children. What percentage of your estate should each one receive? [Example: Mary Ellen Doe 50 Jane Doe 25 Robert Doe 25]^ ^Each child you previously listed is included in this chart. Press [Tab] to move to the percentage column and [Enter] to move to the next line.^ @2 25 L 750 12 CHILD_NAMES ^What is the name of your child? [Example: James C. Doe]^ ^Give the full legal name of your child. Do not use any abbreviations, nicknames, pet names or baby names.^ @2 26 X 1 13 RESIDUARY 31 27 29 30 Child then grandchildren Child then others Child and others Others only ^Who do you want to receive your residuary estate? Your residuary estate is all the property remaining after you have made any specific gifts. A) Child then grandchildren B) Child then others C) Child and others D) Others only^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question. Press [F1] Help for Additional Comments.^ @2 27 A 60 14a REMAINDER ^If your child dies before you do, who should receive the remainder of your estate?^ ^You may name charities or other organizations, as well as individuals. If you do not say what your wishes are, the money can go to the state.^ @2 28 A 60 14b REMAINDER_TWO 31 31 ^If your child and your first choice of beneficiary to receive the remainder of your estate die before you do, who should receive the remainder of your estate?^ ^The person or organization named in this question has a very small chance of receiving any of your estate. The question is included to cover all possibilities.^ @2 29 % 750 15 BENEFICIARY 31 31 ^Here are the names of your child(ren). Add the names of additional beneficiaries and identify the percentage of your estate each person named here should receive. [Example: Mary Ellen Doe 50 Barbara Smith 30 Bonnie Grant 20]^ ^You may identify up to 12 beneficiaries Press [Tab] to move to the percentage column and [Enter] to move to the next line.^ @2 30 % 750 16 BENEFICIARY ^Who do you want to receive your residuary estate? Enter the names and the percentage each person named should receive. Your residuary estate is all the property remaining after you have made any specific gifts. [Example: Barbara Smith 50 Randall Jones 25 Bonnie Grant 25]^ ^Enter the names of up to 12 beneficiaries and the percentage of your estate you wish to leave to each. Press [Tab] to move to the percentage column and [Enter] to move to the next line.^ @2 31 Y 1 17a MINOR_CHILD 32 38 ^Are any of your child(ren) under the age of 18? es or o^ ^Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question.^ @2 32 A 60 17a GUARDIAN ^Enter the name of the person you want designated as Guardian of your minor child or children.^ ^Identifying a Guardian is one of the most important decisions you will make. Press [F1] Help for Additional Comments.^ @2 33 A 60 17b GUARDIAN_TWO ^If this person cannot serve as Guardian, who else do you want to name?^ ^If the person you just named as Guardian dies before you do or is otherwise unable to serve as Guardian, you can name an alternative Guardian here. Do not use any nicknames or abbreviations.^ @2 34 Y 1 18 TRUST 35 38 ^Do you want to set up a trust for any of your minor children? es or o^ ^The trust lets you appoint a person (called a Trustee) to oversee and manage the investment of your estate, and make payments for your children's support, welfare and education.^ @2 35 T 750 19 TRUST_AGE ^Here are the names your child(ren). Press [Tab] and enter the age that the trust should terminate for that child. Enter an age between 18 and 30. [Example: James C. Doe 25 Jennifer A. Doe 21]^ ^If you do not want to set up a trust for any one of your children, highlight the name and press [F2] to delete. Press [F1] Help for Additional Comments.^ @2 36 A 60 20a TRUSTEE_1 ^Enter the name of the person you want to serve as Trustee. [Example: Marilyn C. Moore]^ ^The person you named as Guardian may also be entered here. Press [F1] Help for Additional Comments.^ @2 37 A 60 20b TRUSTEE_2 ^If this person cannot serve as Trustee, enter the name of your alternate choice. [Example: Matthew R. Russell]^ ^The person you named as Guardian may also be entered here. Press [F1] Help for Additional Comments.^ @2 38 A 60 21 EXECUTOR ^Who will be the Executor of your estate?^ ^Your Executor is the person who will be responsible for carrying out the terms of your Last Will and Testament. This should be a person you trust.^ @2 39 A 60 22 EXECUTOR_TWO ^If this person cannot serve as Executor, who else do you want to name?^ ^If your first choice as Executor dies before you do, or is otherwise unable to serve as Executor, you can name an alternate Executor here. Do not use any nicknames or abbreviations.^ @2 40 X 1 23 TAXES_PAID 48 48 41 Out of your residuary estate As provided for by state law Out of a designated asset or assets ^Select the manner in which you want estate and inheritance taxes paid by your Executor. A) Out of your residuary estate B) As provided for by state law C) Out of a designated asset or assets^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question. Press [F1] Help for Additional Comments.^ @2 41 B 750 24 TAX_ASSET 48 48 ^List the asset or assets from which you want any estate or inheritance taxes paid. [Example: Money market account #12345 at Big Board Brokers. Certificates of Deposit at Mississippi River Bank.]^ ^Designate assets in the order you want them depleted to pay taxes. Include bank account numbers, serial numbers of goods, stock numbers, or anything else needed to clearly identify the item.^ @2 42 % 750 15 BENEFICIARY ^Who do you want to receive your residuary estate? Enter the names and the percentage each person named should receive. Your residuary estate is all the property remaining after you have made any specific gifts. [Example: Barbara Smith 50 Randall Jones 25 Bonnie Grant 25]^ ^Enter the names of up to 12 beneficiaries and the percentage of your estate you wish to leave to each. Press [Tab] to move to the percentage column and [Enter] to move to the next line.^ @2 43 A 60 16 REMAINDER_TWO ^If your first choice of beneficiary to receive the remainder of your estate dies before you do, who should receive the remainder of your estate?^ ^The person or organization named in this question has a very small chance of receiving any of your estate. The question is included to cover all possibilities.^ @2 44 A 60 21 EXECUTOR ^Who will be the Executor of your estate?^ ^Your Executor is the person who will be responsible for carrying out the terms of your Last Will and Testament. This should be a person you trust.^ @2 45 A 60 22 EXECUTOR_TWO ^If this person cannot serve as Executor, who else do you want to name?^ ^If your first choice as Executor dies before you do, or is otherwise unable to serve as Executor, you can name an alternate Executor here. Do not use any nicknames or abbreviations.^ @2 46 X 1 23 TAXES_PAID 48 48 47 Out of your residuary estate As provided for by state law Out of a designated asset or assets ^Select the manner in which you want estate and inheritance taxes paid by your Executor. A) Out of your residuary estate B) As provided for by state law C) Out of a designated asset or assets^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question. Press [F1] Help for Additional Comments.^ @2 47 B 750 24 TAX_ASSET ^List the asset or assets from which you want any estate or inheritance taxes paid. [Example: Money market account #12345 at Big Board Brokers. Certificates of Deposit at Mississippi River Bank.]^ ^Designate assets in the order you want them depleted to pay taxes. Include bank account numbers, serial numbers of goods, stock numbers, or anything else needed to clearly identify the item.^ @2 48 B 750 25 FUNERAL ^In a complete sentence, enter any funeral, burial or cremation instructions here. [Example: Unless I have already done so, I direct my Executor to spend a reasonable amount to purchase my burial plot and a suitable headstone.]^ ^You can enter any instructions for your funeral and burial or cremation here. Press [F1] Help for Additional Comments.^ @2 49 D 8 26 DATE_OF_WILL ^Enter the date of your Last Will and Testament. [Example: 09/28/90]^ ^This is the date you will print and sign your will and have it witnessed. Press [F1] Help for Additional Comments.^ @3 1 Y 1 1 GEN_DURABLE 2 11 ^Do you want to create a Durable Power of Attorney? es or o^ ^A Durable Power of Attorney will remain in effect even if you become disabled or incapacitated. Otherwise, it will expire upon your disability, or on a date you select.^ @3 2 A 60 2 LEGAL_NAME ^What is your full legal name? [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations.^ @3 3 M 1 3 MALE_FEMALE ^Enter "M" if you are Male or "F" if you are Female. ale or emale^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @3 4 A 40 4a COUNTY_PARISH ^In what county or parish do you live? [Example: Mason]^ ^In every state except Louisiana, the word 'county' is used. Enter the complete name of the county where you live.^ @3 5 S 20 4b STATE ^In what state do you live? [Example: OH]^ ^Use the two-letter abbreviation for your state.^ @3 6 A 60 5 ATTY_IN_FACT ^Enter the full legal name of the person who will be your Attorney-in-fact. [Example: James S. Alexander]^ ^Your Attorney-in-fact is the person who will act on your behalf as authorized by this Power of Attorney.^ @3 7 Y 1 6 REAL_ESTATE 8 20 ^Do you presently own real estate? es or o^ ^Some states require a description of the real estate you own for the Power of Attorney to be valid. Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question.^ @3 8 A 40 7a REAL_COUNTY ^Enter the county or parish in which the real estate you own is located. [Example: Mason]^ ^This Power of Attorney enables your Attorney- in-fact to sell, mortgage, lease and/or do anything with regard to your real estate that you could do yourself.^ @3 9 S 20 7b REAL_STATE ^Enter the state in which the real estate you own is located. [Example: OH]^ ^This General Power of Attorney enables your Attorney-in-fact to sell, mortgage, lease and/or do anything with regard to your real estate that you could do yourself.^ @3 10 B 750 8 REAL_DESCRIBE 20 20 ^Enter the legal description of the real estate covered by this Power of Attorney. Note: Do not follow the description with a period (.)^ ^You must enter the legal description exactly as it appears in your deed. An inaccurate entry could prevent your Attorney- in-fact from acting on your behalf with regard to your real estate.^ @3 11 A 60 2 LEGAL_NAME ^What is your full legal name? [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @3 12 M 1 3 MALE_FEMALE ^Enter "M" if you are Male or "F" if you are Female. ale or emale^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @3 13 A 40 4a COUNTY_PARISH ^In what county or parish do you live? [Example: Mason]^ ^In every state except Louisiana, the word 'county' is used. Enter the complete name of the county where you live.^ @3 14 S 20 4b STATE ^In what state do you live? [Example: OH]^ ^Use the two-letter abbreviation for your state.^ @3 15 A 60 5 ATTY_IN_FACT ^Enter the full legal name of the person who will be your Attorney-in-fact. [Example: James S. Alexander]^ ^Your Attorney-in-fact is the person who will act on your behalf as authorized by this Power of Attorney.^ @3 16 Y 1 6 REAL_ESTATE 17 20 ^Do you presently own real estate? es or o^ ^Some states require a description of the real estate you own for the Power of Attorney to be valid. Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question.^ @3 17 A 40 7a REAL_COUNTY ^Enter the county or parish in which the real estate you own is located. [Example: Mason]^ ^This Power of Attorney enables your Attorney- in-fact to sell, mortgage, lease and/or do anything with regard to your real estate that you could do yourself.^ @3 18 S 20 7b REAL_STATE ^Enter the state in which the real estate you own is located. [Example: OH]^ ^This General Power of Attorney enables your Attorney-in-fact to sell, mortgage, lease and/or do anything with regard to your real estate that you could do yourself.^ @3 19 B 750 8 REAL_DESCRIBE ^Enter the legal description of the real estate covered by this Power of Attorney. Note: Do not follow the description with a period (.)^ ^You must enter the legal description exactly as it appears in your deed. An inaccurate entry could prevent your Attorney- in-fact from acting on your behalf with regard to your real estate.^ @3 20 D 8 9 EXECUTE_DATE ^Enter the date of execution of this Power of Attorney. [Example: 09/28/90]^ ^This is the date when you will sign the Power of Attorney and have it witnessed and notarized. It may be a date in the future and not today's date.^ @3 21 Y 1 10 EXP_DISABLE 22 23 ^Do you want to set a specific termination date for this Power of Attorney? es or o^ ^Enter "Y" if you want to select a specific termination date. Otherwise enter "N". Press [Enter] or [F10] to continue.^ @3 22 D 10 11 EXPIRE_DATE ^Enter the date when you want this Power of Attorney to expire. [Example: 09/28/1992]^ ^Unless Durable, your Power of Attorney will expire either on this date, or upon your disability or incapacity, whichever comes first. If Durable, it will expire on this date.^ @4 1 Y 1 1 DURABLE_POA 2 2 ^Do you want to create a Durable Power of Attorney? es or o^ ^A Durable Power of Attorney will remain in effect even if you become disabled or incapacitated. Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question.^ @4 2 A 60 2 LEGAL_NAME ^What is your full legal name? [Example: Jane B. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @4 3 M 1 3 MALE_FEMALE ^Enter "M" if you are Male or "F" if you are Female. ale or emale^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @4 4 A 40 4a COUNTY_PARISH ^In what county or parish do you live? [Example: Mason]^ ^In every state except Louisiana, the word 'county' is used. Enter the complete name of the county where you live.^ @4 5 S 20 4b STATE ^In what state do you live? [Example: OH]^ ^Use the two-letter abbreviation for your state.^ @4 6 A 60 5 ATTY_IN_FACT ^Enter the full legal name of the person who will be your Attorney-in-fact. [Example: Mary B. Alexander]^ ^Your Attorney-in-fact is the person who will act on your behalf as authorized by this Power of Attorney.^ @4 7 Y 1 6 MEDICAL_CARE 8 11 ^Do you want your Attorney-in-fact to authorize medical care for your minor child or children? es or o^ ^Type "Y" if you want to authorize your Attorney-in-fact to make decisions about medical care for your children in your absence Otherwise, type "N".^ @4 8 N 2 7 NMBR_CHILD ^How many children do you have? [Example: 2]^ ^Enter this information in numbers.^ @4 9 L 750 8 CHILD_NAMES ^What are the full names of your child(ren)? [Example: James C. Doe Jennifer D. Doe]^ ^Enter each name on a separate line. Press [Enter] to move to the next line. Press the up arrow key to move to a previous entry. When you have finished, press [F10] to move to the next question.^ @4 10 Y 1 9 REAL_ESTATE 12 13 ^Do you want your Attorney-in-fact to be able to sell, exchange, convey and/or mortgage your real estate? es or o^ ^You can authorize your Attorney-in-fact to sell your real estate on your behalf and execute documents relating to the sale.^ @4 11 Y 1 9 REAL_ESTATE 12 14 ^Do you want your Attorney-in-fact to be able to sell, exchange, convey and/or mortgage your real estate? es or o^ ^You can authorize your Attorney-in-fact to sell your real estate on your behalf and execute documents relating to the sale.^ @4 12 B 750 10 REAL_DESCRIBE ^Enter the legal description of the real estate to be sold by your Attorney-in-fact on your behalf. Note: Do not follow the description with a period (.)^ ^You must enter the legal description of your real estate exactly as it appears on your deed. An inaccurate entry could prevent your Attorney- in-fact from acting on your behalf.^ @4 13 Y 1 11 PERSONAL_PROP 15 16 ^Do you want your Attorney-in-fact to be able to sell an item of your personal property? es or o^ ^You can authorize your Attorney-in-fact to sell your personal property, such as a car, boat, trailer, motorcycle, etc. Press [Enter] or [F10] to move to the next question.^ @4 14 Y 1 11 PERSONAL_PROP 15 19 ^Do you want your Attorney-in-fact to be able to sell an item of your personal property? es or o^ ^You can authorize your Attorney-in-fact to sell your personal property, such as a car, boat, trailer, motorcycle, etc. Press [Enter] or [F10] to move to the next question.^ @4 15 B 750 12 PERSONAL_DESC ^Enter a description of the item of personal property to be sold by your Attorney-in-fact.^ ^Enter a complete and accurate description, including the type of property, style, color, manufacturer's serial number, etc.^ @4 16 Y 1 13 EXP_DISABLE 17 18 ^This Power of Attorney will automatically terminate three (3) months from the date of signing of this document. Do you want this Power of Attorney to expire before that date? es or o^ ^Enter "Y" if you want to select a specific termination date. Otherwise enter "N". Press [Enter] or [F10] to continue.^ @4 17 D 8 14 EXPIRE_DATE ^Enter the date when you want this Power of Attorney to expire. [Example: 09/28/90]^ ^Unless Durable, your Power of Attorney will expire either on this date, or upon your disability or incapacity, whichever comes first. If Durable, it will expire on this date.^ @4 18 D 8 15 DATE_EXECUTE 20 20 ^Enter the date of execution of this Power of Attorney. [Example: 09/28/90]^ ^This is the date when you will sign the Power of Attorney and have it witnessed and notarized. It may be a date in the future and not today's date.^ @4 19 K 0 14 COMMENT ^Your answers have indicated you do not want to create a Special Power of Attorney. Press [Esc] to return to the Main Menu.^ ^Comment Only^ @5 1 A 50 1 PRINCIPAL ^What is your full legal name? [Example: Jonathan A. Doe]^ ^You should enter your name exactly as it appears in the Power of Attorney you wish to revoke.^ @5 2 M 1 2 MALE_FEMALE ^Enter "M" if you are Male or "F" if you are Female.^ ^Enter the letter of your choice. Press [F10] or [Enter] to move to the next question.^ @5 3 A 20 3a COUNTY ^In what county or parish do you live? [Example: Mason]^ ^You should enter the county in which you currently reside. In every state except Louisiana, the word 'county' is used. Enter the complete name of the county where you live.^ @5 4 S 20 3b STATE ^In what state do you live? [Example: OH]^ ^You should enter the state in which you currently reside. Use the two-letter abbreviation for your state.^ @5 5 A 50 4 ATTORNEY ^Enter the full legal name of your Attorney-in-fact (the person you designated to act in your behalf in the Power of Attorney you wish to revoke). [Example: Susan S. Alexander]^ ^You should enter this name exactly as it appears in the Power of Attorney you wish to revoke.^ @5 6 D 10 5 DATE_OF_POWER ^Enter the date of the Power of Attorney you wish to revoke. [Example: 09/28/90]^ ^This is the date of execution of the Power of Attorney you want to revoke (cancel).^ @6 1 L 750 1 LANDLORD ^Enter the full legal name of the Landlord(s) of the premises to be leased. [Example: Jonathan A. Doe Mary S. Smith]^ ^Enter the names of up to two persons as Landlord, one name on each line. Press [Enter] to move to the next line. When you have finished, press [F10] to move to the next question.^ @6 2 L 750 2 TENANT ^Enter the full legal name of the Tenant(s). [Example: Susan B. Johnson Mark S. Johnson]^ ^Enter the names of up to four persons as Tenants, one name on each line. Press [Enter] to move to the next line. When you have finished, press [F10] to move to the next question.^ @6 3 A 50 3a PROPERTY_ADDR ^Enter the street address of the property to be leased. [Example: 1234 Anystreet, Apartment A]^ ^When the address exceeds one line, use commas to separate each part. Give the actual street address of the property, not the postal address if the address is a box number.^ @6 4 A 50 3b PROP_CITY ^Enter the name of the city of the property to be leased. [Example: Chicago]^ ^It is not necessary to follow the city with a comma. Use the name of the community as named by the United States Post Office.^ @6 5 S 14 3c PROP_STATE ^Enter the state of the property to be leased. [Example: IL]^ ^Use the two-letter abbreviation for the state.^ @6 6 A 20 3d PROP_ZIP ^Enter the zip code of the property to be leased. [Example: 60606-1234]^ ^Use the nine-digit zip code when possible. The nine-digit zip code helps speed mail delivery. The five- digit zip code is required on most documents and for most mailing addresses.^ @6 7 Y 1 4 FURNISHED 8 9 ^Will the premises be rented furnished? es or o^ ^Enter "Y" for furnished or "N" for unfurnished. Furnished apartments typically contain beds, tables, chairs, etc.^ @6 8 B 750 4a FURNITURE ^Please list the furnishings included with the apartment. [Example: 2 beds, couch, kitchen table, and dishwasher]^ ^The Tenant will be held responsible for these furnishing.^ @6 9 D 8 5 START_DATE ^Enter the date on which the lease will begin. [Example: 09/28/90]^ ^This will be the first date that the Tenant can take possession of the premises (move in).^ @6 10 A 50 6 TERM ^Enter the term of the lease. [Example: one year]^ ^Enter, in words, the length of the lease. The term of the lease can be as long or short as you wish. Most residential leases are for a term of either six months or one year.^ @6 11 $ 14 7 RENT_AMOUNT ^Enter the monthly rent in numbers. [Example: 500.00]^ ^This is the amount due per month for rent. Enter the value in figures, not words. Do not use a dollar sign. Use commas for readability. For example, use 1,500.00 not 1500.^ @6 12 A 20 8 DAY_RENT_DUE ^Enter the day of the month on which rent is due. [Example: first]^ ^The rent should be due regularly on a day which is clearly named, for example, the first, second, fifteenth, etc.^ @6 13 Y 1 9 FEE 14 16 ^Do you want to charge the Tenant a penalty fee for late payments? es or o^ ^This is the amount that the Tenant will pay when the base rent is past due beyond a date specified by the Landlord.^ @6 14 N 3 9a FEE_DAYS ^Enter the number of days rent is past due before a penalty fee will be charged. [Example: 5]^ ^For example, if you specify five days and the rent is due on the first of the month, a penalty will be charged if payment is not received within five days or by the sixth of the month.^ @6 15 $ 14 9b FEE_AMT ^Enter the dollar amount of the penalty due if the Tenant fails to make payments on time. [Example: 25.00]^ ^Enter this figure in numbers, dollars and cents. Do not use a dollar sign. Use commas for readability. For example, use 1,500.00 not 1500.^ @6 16 Y 1 10 SECURITY 17 19 ^Will the Tenant be required to pay a security deposit? es or o^ ^Press [F1] Help for Additional Comments about Security Deposits.^ @6 17 K 0 10a COMMENT ^ A SPECIAL NOTE ABOUT SECURITY DEPOSITS Because the laws regarding security deposits vary so widely, and because of the potential cost to the Landlord for violating these laws, we strongly recommend that you consult with an attorney for advice about the laws in your state.^ ^Comment Only.^ @6 18 $ 14 10b SECURITY_AMT ^Enter the dollar amount of the security deposit. [Example: 250.00]^ ^Enter this figure in numbers, dollars and cents. Do not use a dollar sign. Use commas for readability. For example, use 1,500.00 not 1500.^ @6 19 L 750 11 OCCUPANTS ^Enter the names of the individuals who will live in the premises during the term of this lease. [Example: Susan B. Johnson Mark S. Johnson Jennifer A. Johnson]^ ^Enter the names of up to six persons as occupants, one name on each line. Press [Enter] to move to the next line. When you have finished, press [F10] to move to the next question.^ @6 20 Y 1 12 PETS_ALLOWED 21 22 ^Are pets permitted on the premises? es or o^ ^"Y" if pets are permitted or "N" if pets are not permitted.^ @6 21 A 60 12a PETS ^Enter a description of any pets permitted on the premises during the term of this lease. [Example: dog, Poodle, Buddy; and cat, Persian, Tiger]^ ^Describe the pets you will allow on the premises by type (dog, cat, etc.), breed (Poodle, Siamese, etc.) and name (Rover, Fluffy, etc.).^ @6 22 A 50 13 UTILITIES ^Enter all the utilities Tenant will pay for during the term of the lease. [Example: phone, electricity]^ ^Include all utilities or services that will be the Tenant's responsibility, such as water, electricity, oil, gas, trash removal, etc.^ @6 23 A 50 14a LANDLORD_ADDR ^Enter the street address at which the Landlord will receive rent payments and notices regarding this lease. [Example: 1234 Anystreet, Suite 100]^ ^This is the address that the Tenant will use to notify the Landlord of intent to terminate the lease. When the street address is more than one line, use commas to separate each part.^ @6 24 A 50 14b LANDLORD_CSZ ^Enter the city, state and zip code at which the Landlord will receive rent payments and notices regarding this lease. [Example: Chicago, IL 60606]^ ^This is the address that Tenant will use to notify Landlord of intent to terminate the lease.^ @6 25 A 50 15a TENANT_ADDR ^Enter the street address at which the Tenant will receive notices regarding this lease. [Example: 1234 Anystreet, Suite 100]^ ^This is the address that Landlord will use to notify Tenant of defaults or intent to terminate the lease. In most cases, this will be the address of the premises being leased.^ @6 26 A 50 15b TENANT_CSZ ^Enter the city, state and zip code at which the Tenant will receive notices regarding this lease. [Example: Chicago, IL 60606]^ ^This is the address that Landlord will use to notify Tenant of defaults or intent to terminate the lease. In most cases, this will be the address of the premises being leased.^ @7 1 X 1 1 NO._Makers 2 3 5 One Maker Two Makers Three Makers ^How many Makers are there for this note? A) One Maker B) Two Makers C) Three Makers^ ^The program allows you to enter the names of up to three Makers. The Maker of a promissory note is the person obligated to pay it. This is typically the Borrower. [F1] for additional comments.^ @7 2 A 50 1a MAKER_1 8 8 ^Enter the full legal name of the Maker of this note. [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 3 A 50 1a MAKER_1 ^Enter the full legal name of the first Maker of this note. [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 4 A 50 1b MAKER_2 8 8 ^Enter the full legal name of the second Maker of this note. [Example: Mary B. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 5 A 50 1a MAKER_1 ^Enter the full legal name of the first Maker of this note. [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 6 A 50 1b MAKER_2 ^Enter the full legal name of the second Maker of this note. [Example: Mary B. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 7 A 50 1c MAKER_3 8 8 ^Enter the full legal name of the third Maker of this note. [Example: Paul C. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 8 X 1 2 NO._PAYEES 9 10 One Payee Two Payees ^How many Payees are there for this note? You may have up to two. A) One Payee B) Two Payees^ ^The Payee is the person to whom payment on the note is made. This is typically the Lender.^ @7 9 A 50 2a PAYEE_1 12 12 ^Enter the full legal name of the Payee of this note. [Example: Harry A. Hanson]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 10 A 50 2a PAYEE_1 ^Enter the full legal name of the Payee of this note. [Example: Harry A. Hanson]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 11 A 50 2b PAYEE_2 12 12 ^Enter the full legal name of the second Payee of this note. [Example: Martha B. Hanson]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @7 12 $ 13 3 PRINCIPAL ^What is the principal amount of this note? [Example: 1,000.00]^ ^The principal is the amount of money owed not including interest. Enter the full amount in dollars and cents.^ @7 13 Y 1 4 YES_NO 14 23 ^Will interest be charged on this Note? es or o^ ^Some states have usury laws which limit the amount of interest that may be charged on a debt.^ @7 14 P 6 4 INTEREST_RATE ^What is the interest rate (%) on this note? [Example: 10.5]^ ^This refers to the annual interest rate charged while money is owed. For example, 10 would equal 10 percent per year.^ @7 15 X 1 5 HOW_TO_PAY 16 30 20 21 29 Equal monthly installments Payment in full on demand Interest monthly Minimum monthly payment Payment in full by a certain date ^How will principal and interest payments be made on this note? A) Equal monthly installments B) Payment in full on demand C) Interest monthly, then entire principal D) Minimum monthly payments E) Payment in full by a certain date^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @7 16 N 3 6a INSTALLMENT ^Enter the total number of monthly installments. [Example: 12, 24, 36, etc.]^ ^Installments are periodic payments (e.g. monthly) of equal amounts. Enter the figure in numbers. Do not use '0'. Calculate the number of payments based on twelve per year.^ @7 17 $ 13 6b INSTALL_AMT ^Enter the amount of each installment. [Example: 100.00]^ ^Enter the figure in numbers. This amount is due the first day of each month. The language of the note makes any unpaid interest and principal due on the date of the last payment.^ @7 18 D 8 7a START_DATE ^Enter the date of the first installment. [Example: 09/28/90]^ ^This is the date on which the first payment must be made.^ @7 19 D 10 7b END_DATE 30 30 ^Enter the date of the last installment. [Example: 09/28/1991]^ ^This is the date on which the last payment must be made.^ @7 20 D 10 8 DUE_DATE 30 30 ^Enter the date when payment of the principal and any unpaid interest is due. [Example: 09/28/1991]^ ^Maker will make interest only payments on the first of each month until this date. On this date, the principal and accrued interest are due.^ @7 21 $ 13 9 MONTH_PAYMNT ^Enter the minimum monthly payment to be made. [Example: 100.00]^ ^This is the smallest amount Payee will accept each month. Enter this amount in numbers.^ @7 22 D 10 10 DUE_DATE 30 30 ^Enter the date when payment of the principal and any unpaid interest is due. [Example: 09/28/1991]^ ^Maker's monthly payments will be credited first against interest and then against principal. On this date, the balance of the principal and any accrued interest are due.^ @7 23 X 1 11 HOW_PAY 24 28 30 Equal monthly installments Payment in full by date Payment in full on demand ^How will principal payments be made on this note? A) Equal monthly installments B) Payment in full by a certain date C) Payment in full on demand.^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @7 24 N 3 12a NO._INSTALL ^Enter the total number of monthly installments on this interest free note. [Example: 12, 24, 26, etc.]^ ^Installments are periodic payments of equal amounts. Do not use '0'. The language of the note makes the balance of the principal due on the date of the last payment.^ @7 25 $ 13 12b INSTALL_AMT ^Enter the amount of each installment. [Example: 100.00]^ ^Enter the figure in numbers. This amount is due the first day of each month. The language of the note makes the balance of the principal due on the date of the last payment.^ @7 26 D 8 13a START_DATE ^Enter the date of the first installment. [Example: 09/28/90]^ ^This is the date that the first installment (payment) is due.^ @7 27 D 10 13b END_DATE 30 30 ^Enter the date of the last installment. [Example: 09/28/1991]^ ^This is the date that the last installment (payment) is due.^ @7 28 D 10 14 PRINCIPAL_DUE 30 30 ^Enter the date on or by which the principal amount is to be paid to the holder of the note. [Example: 09/28/1991]^ ^This is the date that the principal amount is due.^ @7 29 D 10 14 PRINCIPAL_DUE ^Enter the date on or by which the principal amount plus interest is to be paid to the holder of the note. [Example: 09/28/1991]^ ^This is the date that the principal amount and any accrued interest is due.^ @8 1 A 50 1 CORP_NAME ^Enter the employer's name. [Example: ABC Corporation]^ ^If the employer uses a fictitious business name (D/B/A), enter the employer's actual name, D/B/A, and the fictitious name (e.g. Jim Johnson, D/B/A, Johnson Delivery Service).^ @8 2 A 50 2 CORP_BUSINESS ^What is the form of the employer's business? [Example: corporation]^ ^Enter the form of business (e.g. sole proprietorship, corporation, or partnership). Press [F1] and choose Glossary of Terms for brief explanations of these terms.^ @8 3 A 50 3a CORP_ADDRESS ^Enter the street address of the employer. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part. The address is usually the place where the job is. It may not be the headquarters of the corporation.^ @8 4 A 40 3b CORP_CITY ^Enter the city of the employer. [Example: Cleveland]^ ^It is not necessary to add a comma at the end of the name of the city.^ @8 5 S 20 3c CORP_STATE ^Enter the state of the employer. [Example: OH]^ ^Use the two-letter state abbreviation.^ @8 6 A 10 3d CORP_ZIP ^Enter the zip code of the employer. [Example: 98101-1001]^ ^Use the nine-digit zip code when possible. The nine-digit zip code helps speed mail delivery. The five- digit zip code is required on most documents and for most mailing addresses.^ @8 7 A 50 4 EMPLOYEE ^Enter the name of the employee. [Example: Mary S. Smith]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @8 8 M 1 5 MALE_FEMALE ^Enter "M" if the employee is Male or "F" if the employee is Female.^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @8 9 A 50 6a EMPLOYEE_ADDR ^Enter the street address of the employee. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @8 10 A 40 6b EMPLOY_CITY ^Enter the city of the employee. [Example: Cleveland]^ ^It is not necessary to add a comma at the end of the name of the city.^ @8 11 S 20 6c EMPLOY_STATE ^Enter the state of the employee. [Example: OH]^ ^Use the two-letter state abbreviation.^ @8 12 A 10 6d EMPLOY_ZIP ^Enter the zip code of the employee. [Example: 98101-1002]^ ^Use the nine-digit zip code when possible. The nine-digit zip code helps speed mail delivery. The five- digit zip code is required on most documents and for most mailing addresses.^ @8 13 A 40 7 TERM ^Enter the length of time for which the employment agreement will run. [Example: one year]^ ^You may agree upon as long or short a term as both parties wish. Many employment agreements are for a term of one year.^ @8 14 A 40 8 NOTICE ^How much notice must be given for either party to terminate the employment agreement? [Example: thirty days]^ ^You may agree upon as much or as little notice as both parties wish before the employment agreement can be canceled. The length of the notice is often arranged at the time of employment.^ @8 15 $ 20 9 ANNUAL_SALARY ^Enter the annual salary the employee will receive. [Example: 50,000.00]^ ^Enter this figure in numbers, dollars and cents. Do not use a dollar sign. Use commas for readability. For example, use 1,500.00 not 1500.^ @8 16 N 3 10 VACATION ^Enter the amount of paid vacation time in weeks the employee will receive annually. [Example: 2]^ ^Vacation time is indicated in weeks. Use numbers, not words, to show how much leave the employer will pay each year. Paid vacation is normally in addition to the usual holidays.^ @8 17 Y 1 11 YES_NO 18 19 ^Will the employee receive paid sick days? es or o^ ^This will allot sick days with full compensation.^ @8 18 N 2 11a SICK_DAYS ^Enter the number of paid sick days the employee will receive annually. [Example: 5]^ ^This indicates sick leave in days. The number is the maximum number of days the employee may take annually.^ @8 19 Y 1 11a REVIEWS 20 99 ^Will there be scheduled performance reviews? es or o^ ^Enter "Y" for Yes or "N" for No. Press [Enter] or [F10] to move to the next question.^ @8 20 A 40 11a REVIEW_DAYS ^Enter the length of time between each performance review. [Example: 6 months]^ ^This is the number of days, weeks or months after the first day of employment that will pass before the first review. Subsequent reviews will follow at equivalent intervals.^ @9 1 A 50 1 CORP_NAME ^Enter the employer's name. [Example: XYZ Corporation James T. Williams]^ ^If the employer uses a fictitious business name, enter the employer's actual name, D/B/A, and the fictitious name (e.g. Jim Johnson, D/B/A, Johnson Delivery Service).^ @9 2 A 50 2 CORP_ADDRESS ^What is the form of the employer's business? [Example: a partnership an individual]^ ^Enter the form of business (e.g. sole proprietorship, corporation, individual or partnership). Press [F1] and choose Glossary of Terms for brief explanations of these terms.^ @9 3 A 50 3a CORP_ADDR ^Enter the street address of the employer. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @9 4 A 20 3b CORP_CITY ^Enter the city of the employer. [Example: Cleveland]^ ^It is not necessary to add a comma after the city. Use the same name for the community as used by the United States Post Office.^ @9 5 S 20 3c CORP_STATE ^Enter the state of the employer. [Example: OH]^ ^Use the two-letter state abbreviation.^ @9 6 A 10 3d CORP_ZIP ^Enter the zip code of the employer. [Example: 98101-1001]^ ^Use the nine-digit zip code when possible. The nine-digit zip code helps speed mail delivery. The five- digit zip code is required on most documents and for most mailing addresses.^ @9 7 A 50 4 CONSULTANT ^Enter the name of the independent contractor/consultant. [Example: Mary S. Smith]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @9 8 M 1 5 MALE_FEMALE ^Enter "M" if the consultant is Male or "F" if the consultant is Female.^ ^Enter the letter of your choice. Press [F10] or [Enter] to move to the next question.^ @9 9 A 50 6a CONSULT_ADDR ^Enter the street address of the consultant. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @9 10 A 20 6b CONSULT_CITY ^Enter the city of the consultant. [Example: Cleveland]^ ^It is not necessary to add a comma at the end of the name of the city. Use the name of the community as named by the United States Post Office.^ s @9 11 S 20 6c CONSULT_STATE ^Enter the state of the consultant. [Example: OH]^ ^Use the two-letter state abbreviation.^ @9 12 A 10 6d CONSULT_ZIP ^Enter the zip code of the consultant. [Example: 98101-1001]^ ^Use the nine-digit zip code when possible. The nine-digit zip code helps speed mail delivery. The five- digit zip code is required on most documents and for most mailing addresses.^ @9 13 Y 1 7 DUTY_DESC 14 15 ^Do you want to describe the specific duties of the consultant? es or o^ ^Enter "N" if a description of the consultant's duties is not applicable. Otherwise, enter "Y".^ @9 14 B 750 7a CONSULT_DUTY ^Enter a description of the consultant's duties. Note: Begin each duty with the word "to" and separate the duties with semicolons.^ ^You may enter up to 12 lines of duties. Do not include a period at the end. Press [F10] to move to the next question.^ @9 15 D 8 8a CONSULT_START ^Enter the starting date of this Agreement. [Example: 09/28/90]^ ^The starting date indicates the date you expect the consulting arrangement to begin.^ @9 16 D 10 8b END_DATE ^Enter the ending date of this Agreement. [Example: 09/28/1991]^ ^This date is the date you expect the consulting arrangement to end. It may be extended by mutual agreement.^ @9 17 X 1 9 TYPE_PAY 18 18 18 By the hour By the week By the job ^How will the contractor be paid? A) By the hour (e.g. $10.00/hr) B) By the week (e.g. $500.00/week) C) By the job (e.g. $1500.00 upon completion)^ ^Enter the letter of your choice. Press [Enter] or [F10] to move to the next question.^ @9 18 $ 20 9a HOURLY_RATE ^Enter the pay rate the consultant will receive. [Example: 10.00 (if hourly) 500.00 (if weekly) 1500.00 (if upon completion)]^ ^Enter pay in numbers, dollars and cents. Do not use a dollar sign. Use commas for readability. Add '.00' at the end when the value is in even dollars. For example, use 1,500.00 not 1500.^ @9 19 X 1 10 HOW_PAY 21 21 21 20 Weekly Twice Per Month Upon Completion Other ^When will the contractor be paid? A. Weekly, every Friday B. Twice per month, the 1st and 15th C. Upon completion of duties D. Other^ ^This describes when the contractor will receive payment for his or her performance.^ @9 20 B 750 10a HOW_PAY_DESC ^Enter the description of how the contractor will be paid. [Example: one half the amount before the service is performed and the balance upon completion]^ ^Begin with a lower case letter and do not end with a period (.). Press [F10] to move to the next question^ @9 21 Y 1 11 NON_COMPETE ^Do you want the contractor bound not to compete? es or o^ ^In business consulting situations, you may want to prohibit the contractor from working with a competitor while servicing your account.^ @9 22 Y 1 11A CONFIDENTIAL ^Should the contractor be bound to keep information regarding your job confidential? es or o^ ^"Y" if the contractor will be exposed to valuable sales or financial information to be kept confidential. Enter "N" otherwise.^ @9 23 Y 1 11b EXPENSE ^Do you want to reimburse the contractor for reasonable expenses relating to this job? es or o^ ^"Y" to entitle the contractor to reimbursement for all "reasonable and necessary" expenses incurred as a result of duties performed. Enter "N" otherwise.^ @10 1 Y 1 1 Yes_No 2 4 ^Is there more than one seller? es or o^ ^This program allows up to two sellers. Answer "Y" if the certificate of title shows the name of two owners. Answer "N" if the title shows the name of only one.^ @10 2 A 50 1a SELLER_1 ^Enter the full legal name of the first seller. [Example: Susan B. Doe]^ ^Enter the seller's name (the owner) exactly as it appears on the certificate of title for the motor vehicle being sold.^ @10 3 A 50 1b SELLER_2 5 5 ^Enter the full legal name of the second seller. [Example: Jonathan A. Doe]^ ^Enter the seller's name (the owner) exactly as it appears on the certificate of title for the motor vehicle being sold.^ @10 4 A 50 1a SELLER_1 ^Enter the full legal name of the seller. [Example: Susan B. Doe]^ ^Enter the seller's name (the owner) exactly as it appears on the certificate of title for the motor vehicle being sold.^ @10 5 $ 13 2 SALE_PRICE ^Enter the sale price of the motor vehicle described in this Bill of Sale. [Example: 5,000.00]^ ^Enter the price in numbers, dollars and cents. Do not use a dollar sign. Use commas for readability. Add'.00' at the end for even values (i.e. 15.00).^ @10 6 Y 1 3 YES_NO 7 9 ^Is there more than one buyer? es or o^ ^The program allows you to enter up to two buyers.^ @10 7 A 50 3a BUYER_1 ^Enter the full legal name of the first buyer. [Example: Mary A. Smith]^ ^Do not use any nicknames or abbreviations. [F1] for additional comments.^ @10 8 A 50 3b BUYER_2 10 10 ^Enter the full legal name of the second buyer. [Example: William C. Smith]^ ^Do not use any nicknames or abbreviations. [F1] for additional comments.^ @10 9 A 50 3a BUYER_1 ^Enter the full legal name of the first buyer. [Example: Mary A. Smith]^ ^Do not use any nicknames or abbreviations.^ @10 10 A 50 4a BUYER_ADDRESS ^Enter the street address of the buyer. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @10 11 A 50 4b BUYER_CITY ^Enter the city of the buyer. [Example: Cleveland]^ ^It is not necessary to follow the city with a comma. Use the name of the community as named by the United States Post Office.^ @10 12 S 25 4c BUYER_STATE ^Enter the state of the buyer. [Example: OH]^ ^Use the two-letter state abbreviation.^ @10 13 A 10 4d BUYER_ZIP ^Enter the zip code of the buyer. [Example: 98101-1001]^ ^Use the nine-digit zip code when possible. The five-digit zip code is required on most documents and for most mailing addresses. The nine-digit zip code helps speed mail delivery.^ @10 14 A 50 5a SELL_ADDRESS ^Enter the street address of the seller. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @10 15 A 50 5b SELL_CITY ^Enter the city of the seller. [Example: Cleveland]^ ^It is not necessary to follow the city with a comma. Use the name of the community as named by the United States Post Office.^ @10 16 S 25 5C SELL_STATE ^Enter the state of the seller. [Example: OH]^ ^Use the two-letter abbreviation for the state.^ @10 17 A 10 5d SELL_ZIP ^Enter the zip code of the seller.^ ^Use the nine-digit zip code when possible. The nine-digit zip code helps speed mail delivery. The five- digit zip code is required on most documents and for most mailing addresses.^ @10 18 A 4 6a YEAR ^Enter the year of the vehicle being sold. [Example: 1986]^ ^Be sure to use all four numbers. Do not abbreviate the year to the last two digits: 1989 not 89.^ @10 19 A 50 6b MAKE ^Enter the make of the vehicle being sold. [Example: Chevrolet]^ ^This blank is for the make of the vehicle only.^ @10 20 A 50 6c MODEL ^Enter the model of the vehicle being sold. [Example: Blazer]^ ^This blank is for the model of the vehicle only.^ @10 21 A 50 6d BODY_STYLE ^Enter the style of the vehicle being sold. [Example: 2-door, 4x4]^ ^Make the style completely descriptive. For example: 3Ädoor hatchback; station wagon.^ @10 22 A 40 6e COLOR ^Enter a description of the vehicle being sold. [Example: Red]^ ^The description includes the color and other special features. When the vehicle has more than one color, include both. List the predominant color first.^ @10 23 A 50 6f SERIAL_NUMBER ^Enter the serial or vehicle identification number of the vehicle being sold. [Example: 1A2BC34D5EF678900]^ ^Enter the serial or vehicle identification number (VIN) exactly as it appears on the certificate of title and the vehicle being sold.^ @11 1 $ 20 1 SALE_PRICE ^What is the price for which the item covered by this Bill of Sale is being sold? [Example: 10,000.00]^ ^Enter the full amount (dollars and cents) of the sale price. Be sure to put the value in figures, not words. Do not use a dollar sign. Use commas for readability.^ @11 2 A 50 2 BUYER ^Enter the full legal name of the buyer. [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name. [F1] for additional comments.^ @11 3 A 50 3a BUYER_ADDRESS ^Enter the street address of the buyer. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @11 4 A 50 3b BUYER_CITY ^Enter the city of the buyer. [Example: Cleveland]^ ^It is not necessary to follow the city with a comma.^ @11 5 S 20 3c BUYER_STATE ^Enter the state of the buyer. [Example: OH]^ ^Use the two-letter state abbreviation.^ @11 6 A 10 3d BUYER_ZIP ^Enter the zip code of the buyer. [Example: 98000-1234]^ ^Use the nine-digit zip code when possible. The nine-digit zip code helps speed mail delivery. The five- digit zip code is required on most documents and for most mailing addresses.^ @11 7 A 50 4 SELLER ^Enter the full legal name of the seller. [Example: Mary S. Smith]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @11 8 A 50 5a SELLER_ADDR ^Enter the street address of the seller. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @11 9 A 20 5b SELLER_CITY ^Enter the city of the seller. [Example: Cleveland]^ ^It is not necessary to follow the city with a comma. Use the name of the community as named by the United States Post Office.^ @11 10 S 20 5c SELLER_STATE ^Enter the state of the seller. [Example: OH]^ ^Use the two-letter state abbreviation.^ @11 11 A 10 5d SELLER_ZIP ^Enter the zip code of the seller. [Example: 98101-1001]^ ^Use the nine-digit zip code when possible. The nine-digit zip code helps speed mail delivery. The five- digit zip code is required on most documents and for most mailing addresses.^ @11 12 B 750 6 PROPERTY ^Enter a description of the item being sold.^ ^Describe the item being sold as completely and accurately as possible. (Include manufacturer, type of property, model number, serial number, color, etc.). [F1] for additional comments.^ @12 1 A 50 1 CORP_NAME ^Enter the employer's name. [Example: XYZ Corporation]^ ^If the employer uses a fictitious business name (D/B/A), enter the employer's actual name, D/B/A, and the fictitious name (e.g. Jim Johnson, D/B/A, Johnson Delivery Service).^ @12 2 A 50 2a CORP_ADDRESS ^Enter the street address of the employer. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @12 3 A 50 2b CORP_CSZ ^Enter the city, state and zip code of the employer. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @12 4 D 8 3 LETTER_DATE ^Enter the date you intend to send this offer of employment. [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @12 5 A 10 4a EMPLOY_SAL ^Enter the courtesy title of the employee to be used in the salutation. [Example: Mr., Mrs., Ms., or Dr.]^ ^See the examples provided as a guide.^ @12 6 A 20 4b EMPLOY_FIRST ^Enter the first name of the employee. [Example: Mary]^ ^Do not use any abbreviations or nicknames.^ @12 7 A 2 4c MIDDLE_INIT ^Enter the middle initial of the employee (optional). [Example: B.]^ ^Use of the initial is optional. Include the period after the initial.^ @12 8 A 30 4d EMPLOY_LAST ^Enter the last name of the employee. [Example: Smith]^ ^Do not use any nicknames or abbreviations.^ @12 9 A 50 5a EMPLOYEE_ADDR ^Enter the employee's street address. [Example: 1234 Anystreet, Suite 200]^ ^If the street address is more than one line, use commas to separate each part.^ @12 10 A 50 5b EMPLOYEE_CSZ ^Enter the employee's city, state and zip code. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @12 11 A 50 6 JOB_TITLE ^Enter the new employee's job title. [Example: Administrative Assistant]^ ^Spell out the complete job title. Do not use abbreviations. The job title should be the one agreed upon between the employer and the new employee.^ @12 12 D 8 7 START_DATE ^Enter the start date of the new employee. [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @12 13 A 10 8 START_TIME ^Enter the time at which the new employee should report on the first day. [Example: 8:00 a.m.]^ ^Enter the complete time of day (for example, 9:00 a.m.). Be sure to include a.m. or p.m. as appropriate.^ @12 14 A 50 9 SUPERVISOR ^Enter the name and job title of the person to whom the new employee will report. [Example: James Smith, General Manager]^ ^Do not use nicknames or abbreviations. Use the legal name of the supervisor, and his or her organization title.^ @12 15 $ 20 10 ANNUAL_SALARY ^Enter the annual salary the new employee will receive. [Example: 20,000.00]^ ^Enter this figure in numbers, dollars and cents. Do not use a dollar sign. Use commas for readability. Add '.00' at the end when the value is in even dollars.^ @12 16 A 60 11 PAY_DAYS ^Enter the company's pay period and pay days. [Example: monthly, on the first day of each month]^ ^State the company policy carefully and clearly. For example, use monthly, on the first day of each month or twice a month, on the 15th and the last day of each month.^ @12 17 Y 1 12 CONTRACT ^Will a contract follow the acceptance of the terms of this agreement? es or o^ ^A contract allows you to expand on the terms outlined in this Offer of Employment.^ @12 18 A 50 13 PREPARER ^Enter the name of the person to sign the letter. [Example: Anne M. Thomas]^ ^Type the name as he or she will sign it. In the letter, it is not necessary to use the legal name of the preparer, but it is preferred.^ @12 19 Y 1 14 LETTERHEAD ^Will you be printing this letter on letterhead? es or o^ ^"N" will cause the program to print your return address at the top of the document. "Y" will add blank lines to accommodate letterhead paper.^ @13 1 A 50 1 CREDITOR ^Enter your full legal name. [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @13 2 A 50 2a CREDITOR_ADDR ^Enter your street address. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @13 3 A 50 2b CREDITOR_CSZ ^Enter your city, state and zip code. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @13 4 D 8 3 LETTER_DATE ^Enter the date of this demand letter. [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @13 5 A 10 4a DEBTOR_SAL ^Enter the courtesy title of your debtor for use in the salutation. [Example: Mr., Mrs., Ms., or Dr.]^ ^See the examples provided as a guide.^ @13 6 A 20 4b DEBTOR_FIRST ^Enter the first name of your debtor. [Example: Mary]^ ^Do not use any abbreviations or nicknames.^ @13 7 A 2 4c MIDDLE_INIT ^Enter the middle initial of your debtor (optional). [Example: B.]^ ^Use of the initial is optional. Include the period.^ @13 8 A 30 4d DEBTOR_LAST ^Enter the last name of your debtor. [Example: Smith]^ ^Do not use any abbreviations or nicknames.^ @13 9 A 50 5a DEBTOR_ADDR ^Enter the street address of your debtor. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @13 10 A 50 5b DEBTOR_CSZ ^Enter the city, state and zip code of your debtor. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @13 11 $ 20 6 AMOUNT ^Enter the amount you are demanding in this letter. [Example: 1,000.00]^ ^Enter the full amount (dollars and cents). Be sure to put the value in figures, not words. Do not use a dollar sign. Use commas for readability.^ @13 12 Y 1 6a TOTAL_OWED 14 13 ^Is the amount you are demanding in this letter the total amount owed you? es or o^ ^Answer "N" if you are demanding only partial payment of the total amount owed. Otherwise, answer "Y".^ @13 13 $ 20 6b TOTAL_AMOUNT ^Enter the total amount you are owed. [Example: 2,500.00]^ ^Enter the full amount (dollars and cents). Be sure to put the value in figures, not words. Do not use a dollar sign. Use commas for readability.^ @13 14 X 1 7 ACT_NOTE_AGMT 17 17 17 15 16 Note Agreement Personal Loan Account No. Other ^On what do you base your demand for payment? A. Note B. Agreement C. Personal Loan D. Account No. E. Other^ ^Enter the letter of your choice. Press [F1] Help for Additional Comments.^ @13 15 A 50 7a ACCT_NUMBER 17 17 ^Enter your Account Number. [Example: 000 123 456 7890]^ ^Enter the account number carefully and check it again for accuracy.^ @13 16 B 750 7a Other ^Using full sentences explain the basis for the debt. [Example: You owe me for the money I gave you to buy the Mexican blanket on our trip. I did not get the blanket or the money back.^ ^Press [F10] to move to the next question.^ @13 17 N 2 8 DAYS_TO_PAY ^How many days does debtor have to make a full payment? [Example: 30]^ ^Thirty (30) days is commonly the number of days allowed before additional steps are taken.^ @13 18 Y 1 9 DAYS_TO_PAY 19 20 ^Do you want to specify action taken if payment is not made? es or o^ ^Answer "Y" if you want to describe the actions you intend to take if payment is not made within the specified time. Otherwise answer "N".^ @13 19 B 750 9a ACTION ^Describe the action you intend to take if payment is not received. [Example: the balance of the material originally ordered will not be delivered.]^ ^Use complete sentences. Do not start the sentence with a capital letter. Be sure to follow the last sentence with a period (.).^ @13 20 Y 1 10 LETTERHEAD ^Will you be printing this letter on letterhead? es or o^ ^"N" will cause the program to print your return address at the top of the document. "Y" will add blank lines to accommodate letterhead paper.^ @14 1 A 50 1 CREDITOR ^Enter your name as you intend to sign this letter. [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @14 2 A 50 2a CREDIT_ADDR ^Enter your street address. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @14 3 A 50 2b CREDITOR_CSZ ^Enter your city, state and zip code. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @14 4 D 8 3 LETTER_DATE ^Enter the date of this bad check notice letter. [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @14 5 A 50 4a DEBTOR_SAL ^Enter the courtesy title of your debtor to be used in the salutation. [Example: Mr., Mrs., Ms., or Dr.]^ ^See the examples provided as a guide.^ @14 6 A 20 4b DEBTOR_FIRST ^Enter the first name of your debtor. [Example: Mary]^ ^Do not use any abbreviations or nicknames.^ @14 7 A 2 4c MIDDLE_INIT ^Enter the middle initial of your debtor (optional). [Example: B.]^ ^Use of the initial is optional. Include the period.^ @14 8 A 30 4d DEBTOR_LAST ^Enter the last name of your debtor. [Example: Smith]^ ^Do not use any abbreviations or nicknames.^ @14 9 A 50 5a DEBTOR_ADDR ^Enter the street address of your debtor. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @14 10 A 50 5b DEBTOR_CSZ ^Enter the city, state and zip code of your debtor. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @14 11 D 8 6 CHECK_DATE ^Enter the date of the check. [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @14 12 $ 20 7 CHECK_AMOUNT ^Enter the amount for which the check is written. [Example: 1,000.00]^ ^Enter the full amount (dollars and cents). Be sure to put the value in numbers, not words. Do not use a dollar sign. Use commas for readability.^ @14 13 Y 1 8 Yes_NO 14 15 ^Are you taking or withholding some action as a result of the bad check? es or o^ ^Answer "N" if no action will be taken. Answer "Y" to explain what you intend to do (i.e. withhold service).^ @14 14 B 750 8a ACTION ^In a complete sentence, describe any action you are taking or withholding as a result of the returned check. [Example: I will be unable to send you the quilt you requested until I receive this payment.]^ ^If the returned check was written as payment for some service or product, your letter should include a statement of how the returned check is delaying receipt of the product or service.^ @14 15 Y 1 13 LETTERHEAD ^Will you be printing this letter on letterhead? es or o^ ^"N" will cause the program to print your return address at the top of the document. "Y" will add blank lines to accommodate letterhead paper.^ @15 1 A 50 1 CONSUMER ^Enter your name as you intend to sign this letter. [Example: Mary B. Smith]^ ^Do not use any nicknames or abbreviations.^ @15 2 A 50 2a CONSUMER_ADDR ^Enter your street address. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @15 3 A 50 2b CONSUMER_CSZ ^Enter your city, state and zip code. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @15 4 D 8 3 LETTER_DATE ^Enter the date you intend to send this defective product complaint. [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @15 5 A 50 4a STORE ^To which store or manufacturer are you sending this letter? [Example: Nancy's Discount]^ ^Both the store and the manufacturer are responsible for product defects. For convenience, it may be easier to deal with the local store from which you purchased the defective product.^ @15 6 A 50 4b COMPANY_ADDR ^Enter the street address of the store. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @15 7 A 50 4c COMPANY_CSZ ^Enter the city, state and zip code of the store. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @15 8 D 8 5 PURCHASE_DATE ^On what date was the defective product purchased? [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @15 9 A 50 6 PURCHASER ^Identify the person who made the actual purchase. [Example: I my daughter]^ ^If you purchased the defective product, enter "I". If the purchaser was someone in your family, enter that person's relationship to you (e.g., "my husband", "my daughter", etc.).^ @15 10 A 60 7 PRODUCT ^Describe the product. [Example: a white, travel size Lotsa Curls curling iron (Model C8)]^ ^Describe the article completely. Include the model, size, color and any other distinguishing characteristics.^ @15 11 A 50 8 STORE_LOC ^Enter the name and location of the store from which the product was purchased. [Example: Nancy's Discount at Southend Mall]^ ^Provide the name of the store and the store's location.^ @15 12 X 1 9 PAYMNT_METHOD 13 13 13 Check Cash Credit card ^Identify how the product was paid for. A. Check B. Cash C. Credit card^ ^When a credit card has been used, it may take some weeks before a credit appears on your bill. Enter the letter of your choice. Press [F10] or [Enter] to move to the next question.^ @15 13 B 750 10 DEFECT ^In one or two complete sentences, describe the product defect. [Example: The curling iron my daughter purchased failed to heat up. Despite testing it at several electrical outlets, the heat sensor light failed to turn colors from red to black.]^ ^Be specific in your description. Simply saying, "It didn't work," fails to provide adequate information regarding the nature of the defect.^ @15 14 B 750 11 ACTION ^In one or two complete sentences, identify what action you expect the store or manufacturer to take. [Example: Please send me a replacement curling iron, and arrange for the return of the defective one. If this is not possible, I expect a full refund of the purchase price.]^ ^The seller or manufacturer has the right to replace or repair the defective product. You have a right to a refund only if the repair or replacement cannot be reasonably made.^ @15 15 A 13 12 PHONE_DAY ^Enter a telephone number at which you can be reached during the day. [Example: 206-555-1234]^ ^Be sure to include the area code. The store or manufacturer may have questions regarding your complaint. [F1] for Additional Comments.^ @15 16 Y 1 13 LETTERHEAD ^Will you be printing this letter on letterhead? es or o^ ^"N" will cause the program to print your return address at the top of the document. "Y" will add blank lines to accommodate letterhead paper.^ @16 1 A 30 1 USER_NAME ^Enter the full legal name of the person requesting the report. [Example: Jonathan A. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @16 2 Y 1 2 YES_NO 3 19 ^Are you married? es or o^ ^If you are married, this program assumes that you want to obtain a joint (rather than an individual) credit report. If you want your own credit report, even though you are married, answer 'No'.^ @16 3 A 30 3 SPOUSE_NAME ^Enter your spouse's full legal name. [Example: Mary B. Doe]^ ^Do not use any nicknames or abbreviations. The name must be the legal name, not the social name.^ @16 4 A 30 4a USER_ADDRESS ^Enter your street address. [Example: 1234 Anystreet, Suite 100]^ ^When the mailing address is more than one line, use commas to separate each part.^ @16 5 A 30 4b USER_CSZ ^Enter your city, state and zip code. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @16 6 D 8 5 LETTER_DATE ^Enter the date you intend to send this request for credit report. [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @16 7 A 30 6a CREDIT_BUREAU ^Enter the name of the local credit bureau to which you are mailing your request. [Example: ABC Credit Company]^ ^Use the full name of the credit bureau you select. There may be several credit bureaus or agencies in your community. Press [F1] for additional comments.^ @16 8 A 30 6b CR_BUREAU_ADD ^Enter the street address of the local credit bureau to which you are mailing your request. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @16 9 A 30 6c CR_BUREAU_CSZ ^Enter the city, state and zip code of the local credit bureau to which you are mailing your request. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @16 10 Y 1 7 YES/NO 13 11 ^Have you lived at your current address for three or more years? es or o^ ^The credit bureau uses your name and your address to find your records.^ @16 11 A 30 7a PREV_ADDRESS ^Enter your previous street address. [Example: 1234 Anystreet, Suite 100]^ ^Because you have lived at your current address less than three years, the credit bureau requires that you provide your previous address when requesting a credit report.^ @16 12 A 30 7b PREV_ADD_CSZ ^Enter the city, state and zip code of your previous address. [Example: Seattle, WA 98104]^ ^Because you have lived at your current address less than three years, the credit bureau requires that you provide your previous address when requesting a credit report.^ @16 13 A 30 8a USER_EMPLOYER ^Enter the name of your employer. [Example: XYZ Manufacturing]^ ^If you are not employed at this time, enter "Not Currently Employed".^ @16 14 A 30 8b SPOUSE_EMPLR ^Enter the name of your spouse's employer. [Example: Harris Publishing]^ ^If your spouse is not employed at this time, enter "Not Currently Employed".^ @16 15 D 10 9a USER_DOB ^Enter your date of birth. [Example: 08/25/1956]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @16 16 D 10 9b SPOUSE_DOB ^Enter your spouse's date of birth. [Example: 11/16/1956]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @16 17 A 11 10a SSN_USER ^Enter your Social Security Number. [Example: 123-45-6789]^ ^Double-check the number to make sure you have entered it correctly. It is very important to record the number accurately.^ @16 18 A 11 10b SSN_SPOUSE 31 31 ^Enter your spouse's Social Security Number. [Example: 987-65-4321]^ ^Double-check the number to make sure you have entered it correctly. It is very important to record the number accurately.^ @16 19 A 30 3a USER_ADDRESS ^Enter your street address. [Example: 1234 Anystreet, Suite 100]^ ^When the mailing address is more than one line, use commas to separate each part.^ @16 20 A 30 3b USER_CSZ ^Enter your city, state and zip code. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @16 21 D 8 4 LETTER_DATE ^Enter the date you intend to send this request for credit report. [Example: 09/28/90]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @16 22 A 30 5a CREDIT_BUREAU ^Enter the name of the local credit bureau to which you are mailing your request. [Example: ABC Credit Company]^ ^Use the full name of the credit bureau you select. There may be several credit bureaus or agencies in your community. The same information should be provided regardless of the bureau you select.^ @16 23 A 30 5b CR_BUREAU_ADD ^Enter the street address of the local credit bureau to which you are mailing your request. [Example: 1234 Anystreet, Suite 100]^ ^If the street address is more than one line, use commas to separate each part.^ @16 24 A 30 5c CR_BUREAU_CSZ ^Enter the city, state and zip code of the local credit bureau to which you are mailing your request. [Example: Seattle, WA 98104]^ ^Use the name of the community as named by the United States Post Office. Do not use the name of a real estate sub-division unless it is used as a Post Office address.^ @16 25 Y 1 6 YES_NO 28 26 ^Have you lived at your current address for three or more years? es or o^ ^The credit bureau uses your name and your address to find your records.^ @16 26 A 30 7a PREV_ADDRESS ^Enter your previous street address. [Example: 1234 Anystreet, Suite 100]^ ^Because you have lived at your current address less than three years, the credit bureau requires that you provide your previous address when requesting a credit report.^ @16 27 A 30 7b PREV_ADD_CSZ ^Enter the city, state and zip code of your previous address. [Example: Seattle, WA 98104]^ ^Because you have lived at your current address less than three years, the credit bureau requires that you provide your previous address when requesting a credit report.^ @16 28 A 30 8 USER_EMPLOYER ^Enter the name of your employer. [Example: XYZ Manufacturing]^ ^If you are not employed at this time, enter "Not Currently Employed".^ @16 29 D 10 9 USER_DOB ^Enter your date of birth. [Example: 08/25/1956]^ ^Use the MM/DD/YY format. It is not necessary to spell out the date.^ @16 30 A 11 10 SSN_USER ^Enter your Social Security Number. [Example: 123-45-6789]^ ^Double-check the number to make sure you have entered it correctly. It is very important to record the number accurately.^ @16 31 Y 1 11 YES_NO 32 33 ^Have you been denied credit within the last 30 days? es or o^ ^If you have been denied credit within the last 30 days, your credit report should be provided free of charge. Otherwise, there is a small fee to obtain your credit report.^ @16 32 A 30 12 WHO_DENY 35 35 ^Enter the name of the company, agency or organization which denied you credit within the last 30 days. [Example: J. C. Penney]^ ^Be sure to enter the full name of the company. Your credit report may also include the names of all persons or organizations who have seen your credit report over the last 6 months.^ @16 33 C 1 13 HOW_PAY ^How are you paying the fee to obtain your credit report? heck or oney order^ ^The fee for your credit report must be enclosed with this letter. Payment must be made by check or money order payable to the credit bureau. The fee must accompany the letter.^ @16 34 $ 14 14 REPORT_FEE ^Enter the amount of the fee to be paid for your credit report. [Example: 25.00]^ ^Enter the amount in numbers, dollars and cents. Do not end with a period. Do not use a dollar sign. Use commas for readability. Add '.00' at the end when the value is in even dollars.^ @16 35 A 13 15 PHONE_BUSINESS ^Enter a telephone number at which you can be contacted during business hours. [Example: 206-555-1234]^ ^Be sure to include your area code. Check the number for accuracy. Press [F1] for additional comments.^ @16 36 Y 1 13 LETTERHEAD ^Will you be printing this letter on letterhead? es or o^ ^"N" will cause the program to print your return address at the top of the document. "Y" will add blank lines to accommodate letterhead paper.^