Income Verification

• Last 2 years of tax returns (with 1099/W-2)

• If not filed, include IRS extension

• If employed: Most recent 1 month of paystubs

• If self-employed:

  • Year-to-date Profit & Loss statement

  • Last year’s P&L + Balance Sheet (if return not ready)

  • Business license

  • 12 months of business bank statements or proof of business making personal loan payments

Assets

• 2 months of statements for all accounts: checking, savings, IRA, 401K, mutual funds, etc.

Identification

• Copy of driver’s license

If You Own Property

• Insurance and property tax documents for each property

• Current mortgage statements for each property

Immigration Status (if applicable)

• Green Card or H1B Visa copy