01/ EMPLOYEE

  • last 2 years tax return
  • last 2 years w2s
  • last 2 pay stubs
  • last 2 months bank statement
  • drivers license or other valid, gov-issued ID

02/ SELF - EMPLOYEE

  • last 2 years business & personal tax return
  • last 2 years 1099s (if any)
  • last 2 months bank statement
  • driver’s license or other valid, gov-issued ID

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