If you own any Savings Bonds enter the total here. If you own any Treasury, municipal, or corporate bonds enter the total here. If you own additional mutual funds, enter the total here. If you own any individual stocks, enter the total here. Again, do not include any stocks that are held in a retirement account.
Some life insurance has a cash value.
This is true for Whole Life and Universal Life polices. Term Life policies, on the other hand, have no cash value. If you have life insurance with a cash value, enter the total here. Remember, this should be the cash value of the policy, not the amount paid out if you were to collect on the policy. If you have any other cash, enter the total here.