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Required Documents

Identification Documents


Government issued Photo ID (State ID or State Driver's License) 

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Employed Income Documents

1. Most recent pay stub showing year to date earnings of at least 30 days.


2. Most recent 2 years W-2s


3. Most recent 2 years Federal Tax Returns (only federal returns are required). If your income tax returns for the previous 2 years contain a Schedule C, Schedule E or show unreimbursed employee expenses on Schedule A, please see “self-employed” list below.

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Self Employed Income Documents

1. Most recent 2 years Federal Tax Returns (only federal returns are required).


If the most recent year is on extension, please provide a copy of the extension filed along with the previous 2 years returns.

2. Most recent 2 years business tax returns along with K-1s if applicable.

 

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Retired / Unemployed Income Documents

1. Letter from the organizations providing the income.


2. Signed federal income tax returns.
     along with any IRS W-2 or 1099 forms.


3. Two most recent bank statements showing direct deposit.

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