Loading...
Share Answer
MenuIt's understandable that you want to protect your privacy, especially when it comes to sensitive financial information like your IRA investment statement. Here are a few steps you can take:
1. **Communicate**: Express your concerns to the agent clearly and respectfully. Let them know that you're uncomfortable sharing your IRA statement and explain your reasons.
2. **Negotiate**: Offer alternative forms of verification for your financial status, such as bank statements or income verification documents, that may satisfy the agent's requirements without divulging your IRA information.
3. **Consult**: Consider consulting with a financial advisor or legal expert to understand your rights and options regarding the disclosure of your IRA statement in this context.
4. **Seek Alternatives**: If the agent insists on seeing your IRA statement and you're not comfortable providing it, you may need to explore other housing options or find a different agent who is more accommodating to your concerns.
Remember, it's important to strike a balance between complying with necessary requirements for your application and protecting your privacy and personal financial information.