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Determine your Assets


A simple and easy way to determining your assets! Fill out this form as if it is owned by you alone, owned by your spouse and/or owned jointly (or in community). After submitting this form, contact BCA Insurance Group at 609-645-1700 or bbalsley@bca-insurance.com for further assistance to ensure that your wishes are carried out after your lifetime. 

First Name
Required
Last Name
Required
ZIP / Postal Code
Required
Primary Phone Number
Required
E-Mail Address
Required
Assets: Residence
Required
Other real estate
Required
Bank accounts, certificates of deposit, money market funds
Required
Stocks, bonds, mutual funds
Required
Closely held business interests
Required
Partnership ventures
Required
Notes, mortgages owed to you
Required
Retirement funds
Required
Life insurance face value
Required
Furniture, jewelry, collections, etc.
Required
Automobiles, boats, etc.
Required
Annuities, revocable trusts
Required
Other assets
Required
Total assets
Required
Liabilities: Mortgages
Required
Loans, installment debts
Required
Current bills
Required
Taxes owed
Required
All other liabilities
Required
Total liabilities
Required
NET ESTATE (subtract total liabilities from total assets)
Required
Submission Validation
Required
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Important Notice
Any submissions or payments made via this website do not constitute a binding agreement to your policy or coverages. Changes and payments to policies are not effective or binding until you, or any party involved, receive official notice from either your insurance agent, or your insurance company. If you have any questions, please feel free to contact us.

Per the terms of our online privacy policy we will not resell your information to any third-party.
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Main Office
330 Tilton Road
Northfield, NJ 08225
Contact Us
Northfield: 609.645.1700
Marlton: 609.645.1700
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