(check space for each paragraph or put “N/A” for “not applicable”)

  1. ___ Copy of your last Federal Tax Return, with all schedules and attachments.
  2. ___ Current bank statements (checking, savings, money market, and brokerage accounts) for the past 3 months for all accounts.
  3. ___ Current statement from lender/lessor with monthly car payment amount and current balance of the loan for each vehicle purchased or leased.
  4. ___ Current statement from lender with monthly payment amount and current balance for each piece of real estate owned.
  5. ___ Current statement from lender with monthly payment amount and current balance of the loan for assets listed which have an encumbrance.