❖ Tax returns: Last two years with 1099 and/or w-2s

❖ If last year’s tax returns are not filed, copy of extension.

❖ If Job Income : Copy of recent one-month paystubs

❖ If Business Income :

Current Year to Date Profit and Loss statement

If last year’s tax return is not ready, last year’s profit and loss statement and balance sheet.

Business License :If a business is paying for any personal loans or mortgage, need 12 months payment history of business ………………..account, i.e., 12 months bank statements or 12 months payment history list.

2 months bank statements of all the accounts personal/IRA/Retirement/401K/Mutual funds or other liquid asset accounts

❖ Copy of driver’s license

❖ If Current Property Owner :

Copy of property insurance and real estate tax of all properties

Current month mortgage statements of all the properties

❖ Immigration Status:

If you are a green card holder - Copy of Green Card

If you are on H1B visa - Copy of H1B visa