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• NOTE: If you have not filed tax returns, in the required years, you must submit a letter from the IRS
verifying you have not filed. To obtain the letter submit form 4506-T, located at irs.gov, to the IRS
and they will mail you the letter or create an account at irs.gov and print out the Verification of Non-
filing letter for the tax year needed.
• NOTE: If you are unable to locate your tax returns you can submit a Tax Transcript of your tax return.
To obtain a Tax Transcript complete Form 4506-T, located at irs.gov, and submit to the IRS or create
an account at irs.gov and print out the Tax Transcripts for the year needed.
9. _____ W2 and/or 1099-R Forms: 2023
NOTE: If you are unable to locate your W2/1099’s you can submit a Wage Transcript of your
W2/1099’s. To obtain a transcript complete Form 4506-T, located at irs.gov, and submit to the IRS or
create an account at irs.gov and print out the required Wage Transcripts.
10. _____ Interest, dividends and other net income of any kind from real or personal property.
11. Asset Statement(s): provide current statements of all that apply, unless otherwise noted:
GENERAL NOTE: ALL ASSETS STATEMENTS MUST INCLUDED YOUR NAME, ACCOUNT NUMBER AND
INSTITUTION NAME FOR ALL CHECKING, SAVINGS, INVESTMENT ACCOUNTS AND RETIREMENT
ACCOUNTS. ANY ACCOUNTS PROVIDED WITHOUT THIS INFORMATION IS AN AUTOMATIC INCOMPLETE
APPLICATION.
• _____Checking accounts – Last three (3) months of statements – EVERY PAGE – FRONT AND BACK.
NOTE: Direct deposits from Payroll, SS, tax refund, transfers between your accounts, DOR, DTA
etc. we can identify. If you have cash deposits, payroll or non payroll or other income deposits you
MUST identify where the funds have come from. For example only, VENMO, EBAY, POSHMARK,
PAYPAL, CASH APP, ATM and MOBILE deposits, ZELLE and other transfers between any accounts
but your accounts, etc. There is no way we can list all sources. If you fail to explain these deposits
they will be counted as income, which may put you over the income limit.
NOTE: Do NOT provide a running transaction list of activity. You must provide individual
statements, every page front and back..
• _____Pre-paid debit card statements – current month.
NOTE: This is NOT your ATM/Debit card. This is usually a separate debit card statement showing
income deposited directly onto the debit card, i.e. Social Security or other regular income.
NOTE: If Social Security payments are deposited on a Direct Express card it is your responsibility to
provide proof. You can print a statement from the Direct Express website at
https://www.usdirectexpress.com/.
• _____Saving accounts – last three months of full statements
NOTES: Direct deposits from Payroll, SS, tax refund, transfers between your accounts, DOR, DTA
etc. we can identify. If you have cash deposits, payroll or non payroll or other income deposits you
MUST identify where the funds have come from. For example only, VENMO, EBAY, POSHMARK,
PAYPAL, CASH APP, ATM and MOBILE deposits, ZELLE and other transfers between any accounts