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Items Needed for Initial Appointment

Please print this page and use it as a checklist for your initial appointment.

  1. Government form of picture ID
  2. Pay stubs for past 30 days
  3. W-2 statements for most recent 2 years
  4. IRA, Keogh, 401K, and profit sharing statements
  5. Award letter (if receiving disability or social security)
  6. Residenence history for last two years
  7. Bank statements for the last two months
  8. Sales contract (if purchasing)
  9. Copy of Mortgage statements (if refinancing)
  10. Divorce decree | Bankruptcy papers (if applicable)
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