Please fill out this form below and locate a copy of the latest available statement for each account that you need help with. You can upload your statements at the end of the form or email them directly to

Once received, your assessment will usually be completed within 1-2 business days. Please be available for a phone appointment or two during this time. 

Alternatively, you may print out this form, and fax it to us at (732) 413-8557.