SOCIAL SECURITY INCOME:
- SSA Award or Benefit Letter AND
- Most recent year's SSA form 1099/1042.s OR
- Most recent bank statements
PENSION INCOME:
- Pension/Retirement Award Letter OR
- Most recent year 1099 (showing distribution code 7). If not available then:
- Letter confirming continuance AND
- Most recent bank statement
EMPLOYMENT INCOME:
- Most recent pay stubs covering at least 30 days
- Two years IRS W-2 forms
ANNUITY INCOME:
- Legal agreement establishing annuity
- Most recent month's bank statement
401K INCOME:
- Most recent 401K/IRA statement (if dissipating assets)
- Most recent month's bank statement (to confirm monthly distribution amount)
SELF-EMPLOYMENT INCOME:
- Most recent two year's federal tax returns (1040's)
- Year to date profit and loss statement
- Current Business License/Business filing OR CPA letter verifying business is active
- Business Tax Returns (for partnerships and if incorporated)
- Year to date balance sheet (not required for sole proprietorships)
- Signed Partnership K-1 Forms for all limited partnership as well as general partnerships
RENTAL INCOME:
- Most recent 2 year's federal tax returns with Schedule E
- Current Lease Agreement/s
CHILD SUPPORT INCOME:
- Copy of canceled checks or bank statements for last 12 months showing income deposits
- Copy of court order
ALIMONY INCOME:
- Copy of final divorce decree with all schedules and stipulations.