- Driver’s license and social security number
- Federal tax returns for the last two years (if self-employed individual and business tax returns)
- W2’s for the last two years for all employments
- 2 most recent pay stubs
- Checking and savings accounts statements for the last 2 months (all pages)
- Retirement accounts statements for the last 2 months (all pages)
- Credit Report
If applicable, please provide the following:
- Divorce Decree (all pages)
- Child support/alimony income documentation
- Bankruptcy papers with discharge (all pages)
- Foreclosure/short sale documents
- Green card or working visa
- If you own a home, a copy of your most recent mortgage statement(s) and Homeowners Insurance Declaration page.
Additional documents may be needed after the discussion of your situation and goals.