Upload Documents

A copy of your Federal Tax returns for the last TWO YEARS. Please include all pages of the return and all w-2’s and/or 1099s.

Please upload you most recent paystub. If you are married, please upload proof of income or paystubs for your spouse, even if your spouse is not filing. If you have worked more than one job in the last six (6) months, we will need the last paystub from each employer. If you or your spouse's paystub does not include a year to date, I will need all paystubs for the last six (6) months.

(ex. retirement, veterans affairs, social security, disability, roommate contribution, child support, alimony, family contributions, etc.). Bank statements, social security statements, or other proof of deposit may be used to establish these amounts

Your most recent billing statement or a list of all your debts, even those you wish to continue paying. Some examples would include credit cards, car payments, medical bills, house/mortgage payments, debts that have been “charged off", and taxes. Make sure to include: the complete address with zip code for each creditor; and, the account number and the account balance

**Every debt you have must be included, even those you wish to pay**

A copy of your bank statements for the last six (6) months.

A copy of all judgments, lawsuits and liens pending against you. If your wages are being garnished, a copy of the wage garnishment order.

If you own real estate that is currently the subject of a foreclosure proceeding, upload a copy of any letters or notices that you have received from the lender or any attorney.

If you have life insurance please upload the most recent statement or declaration page for each policy.

If you have a 401(k) or other retirement account, please upload the most recent statement from said account.

Please upload a copy of your driver’s license and social security card to the meeting.