Step 6Important Documents
WHAT TO INCLUDE-
PERSONAL IDENTIFICATION RELATED-
Driver's License
Passport
Birth Certificate
Social Security Card
Citizenship Papers
Marriage/Divorce Records
Military ID or Discharge Records
Diplomas
Other documents that show who you are
FINANCIAL RELATED-
Credit Cards
Debit Cards
Safety Deposit Box Numbers and Photos of Keys
Current Checking and Savings Account Statements
Check Register or Savings Books
Brokerage Account Statements
Stocks and Bonds
RETIREMENT RELATED-
401k Plans
Profit Sharing/Pension Plans
IRA Accounts
Military Benefits/Records
Social Security Records
INCOME RELATED-
Payroll Stubs
W-2 Form
1099 Form
Other Work Related Documents
TAXES RELATED-
Annual Income Tax Records for Several Years
Property Tax Records
OTHER LEGAL DOCUMENTS-
Contracts
Partnership Agreements
Deed to House or Property
Mortgage (or Rental Lease)
Homeowner's Insurance
Automobile Title
Automobile Insurance
HOW TO PREPARE THEM-
1.As mentioned before, scan all paper documents into the PDF format. Color if possible.
2. If you don't have copies, try and get them from the original source including government, civil or private companies.
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