1) Income & Employment

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

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

2) Assets

• 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

3) Fully executed Purchase and Sale Agreement