Anniversary Questionnaire   Thank you for taking your valuable time to complete this questionnaire. We use this information to discover ways to be of greater value to you.   Name:* Address* Spouse/Significant Other Home Phone and Fax* Work Phone/Fax Spouse Work Phone/Fax Cell Phone Spouse Cell Phone Email Address Spouse Email Address Employer Spouse Employer Your Birthday Spouse's Birthday Names and Birthdays of Children Living With You Pet Names and Types Are you considering moving to a different home during the next 12 months? Yes No Are you considering removing equity from your home for a major purchase or to consolidate debt during the next 12 months? Yes No Do you know someone that could use our professional services as mortgage planners? If so, please provide their name and contact information. *THIS IS A VERY IMPORTANT QUESTION TO US!* In reference to the mortgage process, what makes you angry or causes you the most stress?*   * Indicates field is required.