(check space for each paragraph or put “N/A” for “not applicable”)
- ___ Copy of your last Federal Tax Return, with all schedules and attachments.
- ___ Current bank statements (checking, savings, money market, and brokerage accounts) for the past 3 months for all accounts.
- ___ Current statement from lender/lessor with monthly car payment amount and current balance of the loan for each vehicle purchased or leased.
- ___ Current statement from lender with monthly payment amount and current balance for each piece of real estate owned.
- ___ Current statement from lender with monthly payment amount and current balance of the loan for assets listed which have an encumbrance.