Current paystubs
Or if you’re self employed, your
tax returns for the past 2 years
W2 and 1099 forms
For the last 2 years
Bank statements
Last 2 months of checking/
savings account statements
Social Security number
Along with full legal name,
date of birth, and current address
Recent investment
statement
401k, IRA’s, etc.
Federal income
tax returns
Also include business returns
for self employed
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