top of page

Important Docs

  • Photo of driver's license

  • Last 2 months' bank and/or stock statements​

  • 2023 & 2024 W2s​​ or 1099s

  • Last 2 years' filed tax returns

  • Last 2 pay stubs​

  • Mortgage statement (if applicable)

Would you rather sync these documents over our secure servers instead? Click here.

bottom of page