Items Needed for Initial Appointment
Please print this page and use it as a checklist for your initial appointment.
- Government form of picture ID
- Pay stubs for past 30 days
- W-2 statements for most recent 2 years
- IRA, Keogh, 401K, and profit sharing statements
- Award letter (if receiving disability or social security)
- Residenence history for last two years
- Bank statements for the last two months
- Sales contract (if purchasing)
- Copy of Mortgage statements (if refinancing)
- Divorce decree | Bankruptcy papers (if applicable)
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