Forms The documents listed below are in PDF format. You must have Adobe® Reader® installed in order to open them. To open our Confidential Financial Questionnaire, click here. This document summarizes your financial status so we can identify the areas where we can be of most help to you. Adobe Reader Microsoft Excel Viewer Microsoft Word Viewer Microsoft PowerPoint Viewer With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.