Tax Returns Retirement Plan

DID YOU REMEMBER?

uested, please DO NOT send in additional documents ot

‘ed bank statements, Pay stubs, bills or credit reports.

’T SEND ORIGINALS - THESE DOCUMENTS WILL

“omplete Signed Copies of the last 2 Tax Returns you 1

quired to file returns in the last 3 years, please contact yout

1e time to start the process of getting them. If you need help.

can not file your case without them.

itement for any retirement plan (ex. IRA, 401K, profit s

opy of Legal Description on any property that you ARE k

eed or Mortgage Deed. If you do not have these documents

yunty to obtain a copy or do a search on the clerk’s website fc

will NOT need a legal description.

ecent bank statement from all open accounts.

nons or Judgments that have been obtained against you by <

provided us with them), We DO NOT need foreclosure ple:

lawsuits have been filed against you, you should check \

ou_ have resided when the debt would have been inct

no longer be reported to the credit bureaus as a public r

report to determine whether something has been filed age

check to make sure you aren’t missing anything.

ge(s) for any Whole (builds cash value) Insuraney

1al (ex. Spouse, children, etc.)

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