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| Document Checklist |
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| 1) Income & Employment |
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Salaried:
- Complete company name, mailing address and telephone number for employers covering the last twenty-four months
- W-2’s for all employers covering the last two years
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Self-employed:
- Federal IRS forms 1040 (personal returns) for the last two tax years, including all addenda
- Federal Income Tax filing forms for business, including all addenda
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| 2) Assets |
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- Provide the most recent complete statement for all asset account (including all pages)
- If a gift is to be received provide the donor’s full name, address, and telephone number
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| 3) Fully executed Purchase and Sale Agreement |
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