Proof of Income |
Proof of Identity |
Proof of Expenses |
Paystubs (past year) |
Social Security Card |
Utilities bills |
Tax Returns (federal and state for the past 3 years) |
Birth or Baptismal Certificates |
Rent/Mortgage Receipts for payment |
Unemployment Benefits |
Driver's License/State ID Card |
Amount of Shared Expenses (i.e. with a child, friend or sibling)* |
Union/Strike Benefits |
Alien Registration |
Child or Adult Dependent Care expenses* |
Child Support/Alimony |
Marriage License/Divorce Decree |
Property Taxes & Homeowner's Insurance |
Social Security Benefits |
Medicare Card |
Medical Bills |
SSI/SSDI Benefits |
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Veteran's Benefits |
Proof of Assets |
Other Proofs |
Pension Benefits |
Bank Account Statements (past 3 years) |
Disability/Incapacitation |
Loans/Credit Lines/Credit Cards |
CDs - Certificate & statement |
Application for Other Benefits |
Military Allotments |
IRAs, Keoghs - statement |
Proof of who lives with you and how long they have lived with you |
Payments from Others for Expenses* |
Stocks, Bonds, Mutual Funds |
Type of Housing if subsidized |
Contributions Received* |
Dividends, Interest Received |
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From Roomers or Boarders* |
Life and Health Insurance policies and statements |
Other Items to Bring to Attorney |
Rental/Mortgage Income |
Car/Vehicle Loans |
Wills |
Self Employment Records |
Auto Titles & Values (NADA) |
Trusts |
Workman's Compensation |
Assets Transferred (past 3 years; past 5 years if transferred to a trust) |
Powers of Attorney/Advance Directives/Living Wills |
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Deed to Real Property; Tax assessment or appraisal |
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