Documents You’ll Need to Provide If You’re a Salaried Worker

  1. W-2 Forms (photocopies)
  2. Most recent two consecutive paystubs or pay statements (photocopies)
  3. Most recent three months of account statements (photocopies) for accounts such as:
  4. Savings
  5. Checking
  6. Money Market
  7. Mutual Fund
  8. Securities

Documents You’ll Need to Provide If You’re Self-Employed

  1. Two previous Federal Tax Returns with all schedules (photocopies)
  2. Year-To-Date Profit and Loss Statement
  3. Certificate or License Authorizing your occupation
  4. Most recent three months of account statements (photocopies) for accounts, such as:
  5. Savings
  6. Checking
  7. Money Market
  8. Mutual Fund
  9. Securities