Gather these important documents:
Copies of federal and state income tax returns for the past three tax years.
Documents showing income since your last tax return, including pay stubs, W-2, 1099-INT and other forms.
•
Copies of bank account statements for the last three years – those in your name and your spousess names and your name only.
•
Copies of financial statements indicating net worth prepared either individually or jointly with spouse.
•
Copies of loan applications.
•
Copies of stock certificates, bonds, certificates of deposits, brokerage statements and other investment documents.
•
Copies of trust agreements.
•
Copies of property deeds.
•
Copies of Certificate of Ownership for vehicles.
•
Copies of all life insurance policies.
•
Partnership and corporate tax returns.
•
Copies of all bills, statement of account and other documents showing you and your spouses debts.
•
Copies of credit cards and charge account records.
