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    Required Paperwork

    Uploaded by

    jackpotlee
    This document provides a list of paperwork required for a new client package, including proof of income such as W2s, 1099s, or pension statements from 2007-2008; proof of residence like a utility bill; property taxes; homeowner's insurance; the most recent mortgage statement; signed tax returns from 2007-2008; and bank statements from the last 3 months including blank pages for legal purposes. The client should fax in these documents before submitting the new client package.

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    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd

    Required Paperwork

    Uploaded by

    jackpotlee
    17 views1 page
    This document provides a list of paperwork required for a new client package, including proof of income such as W2s, 1099s, or pension statements from 2007-2008; proof of residence like a utility bill; property taxes; homeowner's insurance; the most recent mortgage statement; signed tax returns from 2007-2008; and bank statements from the last 3 months including blank pages for legal purposes. The client should fax in these documents before submitting the new client package.

    Copyright

    © Attribution Non-Commercial (BY-NC)

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    This document provides a list of paperwork required for a new client package, including proof of income such as W2s, 1099s, or pension statements from 2007-2008; proof of residence like a utility bill; property taxes; homeowner's insurance; the most recent mortgage statement; signed tax returns from 2007-2008; and bank statements from the last 3 months including blank pages for legal purposes. The client should fax in these documents before submitting the new client package.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    17 views1 page

    Required Paperwork

    Uploaded by

    jackpotlee
    This document provides a list of paperwork required for a new client package, including proof of income such as W2s, 1099s, or pension statements from 2007-2008; proof of residence like a utility bill; property taxes; homeowner's insurance; the most recent mortgage statement; signed tax returns from 2007-2008; and bank statements from the last 3 months including blank pages for legal purposes. The client should fax in these documents before submitting the new client package.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
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    1648 S.

    Clementine Street
    Anaheim, CA 92802-2911
    Phone (714) 683-0500
    Fax (714) 616-5264

    Required Paperwork
    • Proof of Income
    (W2/Unemployment/Retirement/Pension/1099/SS/Etc)
    for 2007 & 2008
    • Proof of Residence (Any utility bill)
    • Property Taxes
    • Homeowner’s Insurance
    • Most Recent Mortgage Statement
    • Tax Returns for 2007 & 2008 (1040) Signed

    • Bank Statements from the Last 3 Months (Must

    include the whole statement, including blank pages, for


    legal purposes)

    Please fax in the necessary documents before the new client


    package

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