Most recent two years’ federal tax returns with ALL schedules

Most recent two years’ W-2 statements and/or 1099 statements

All paystubs for the last 30 days (showing your name and year-to-date earnings)

Copy of your driver’s license and Social Security card

Most recent two months’ bank/asset statements

Must include ALL pages; i.e., if page 1 says 1 of 7, then we need all 7 pages

Must be bank-generated statements that include your name, account number, and the bank’s name

CANNOT be transaction history printouts from accessing your account unless they include the information provided in #2

Examples of other asset statements to provide: stocks, 401(k) plan, retirement accounts, mutual funds

If self-employed: Provide:

Most recent two years’ business tax returns with ALL schedules

Most recent two years’ K-1s/1099s/W-2s

Copy of your business license and unaudited year-to-date profit and loss statement if applicable

If you have rental property: Provide copy of current rental agreement and your most recent two years’ tax returns with ALL schedules

If divorced: Provide final divorce papers, including child support/alimony agreement and final decree (signed by the court) and all revisions