It's understandable that you may feel uncomfortable sharing your IRA investment statement, as it is a private financial document. However, if your agent is requesting it as part of the application process, you may need to weigh the importance of getting your application approved against your concerns about privacy. Here are a few steps you could consider taking in this situation: 1. **Communicate Your Concerns:** Express your discomfort with sharing your IRA statement to your agent. Explain the reasons for your hesitation and see if there are alternative ways to provide the necessary information without disclosing the specific details of your investment. 2. **Negotiate Privacy:** You could propose redacting sensitive information from the statement before sharing it, such as account numbers or specific investment details, while still providing the overall financial picture. 3. **Seek Advice:** Consider consulting with a financial advisor or legal professional to understand the implications of sharing your IRA statement and explore any potential alternatives or ways to protect your privacy. 4. **Evaluate Alternatives:** If sharing the IRA statement is a non-negotiable requirement, assess the importance of the application approval to your overall financial goals and consider the trade-off between privacy and achieving your objective. Ultimately, the decision to share your IRA investment statement rests with you, considering your comfort level and the specific circumstances of your situation. It's important to advocate for your privacy while also understanding the requirements and expectations of the application process.

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