Billing and coding specialist

Document Checklist

Signed Retainer

Drivers license & social security card (color copy)

Pay stubs (7 months)

Bank statements (6 Months)

Most recent 2 State and Federal Tax Returns

Income Documents (Including most recent W-2)

Most Recent Statement showing Balance on Mortgages and/or Car notes Insurance Declaration Page with Premium for All Vehicles Insurance Declaration Page with Premium for All Real Estate Registration to motor vehicles

NADA estimate on your vehicles

Rental Lease Agreement

Past-Due Bills, Lawsuits, Pay Day Loans, Collection Letters, etc. Retirement account statements

Life Insurance Policies with Premium

Separation agreements or decrees of divorces

Proof of any charitable donations/tithing (can't include in budget without!) Credit Counseling Certificate (to be completed prior to signing)