Required Paperwork
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1648 S. Clementine Street Anaheim, CA 92802-2911 Phone (714) 683-0500 Fax (714) 616-5264
Required Paperwork Proof of Income (W2/Unemployment/Retirement/Pension/1099/SS/Etc) for 2007 & 2008 • Proof of Residence (Any utility bill) • Property Taxes • Homeowner’s Insurance • Most Recent Mortgage Statement • Tax Returns for 2007 & 2008 (1040) Signed • Bank Statements from the Last 3 Months (Must include the whole statement, including blank pages, for legal purposes) •
Please fax in the necessary documents before the new client package
Required Paperwork Proof of Income (W2/Unemployment/Retirement/Pension/1099/SS/Etc) for 2007 & 2008 • Proof of Residence (Any utility bill) • Property Taxes • Homeowner’s Insurance • Most Recent Mortgage Statement • Tax Returns for 2007 & 2008 (1040) Signed • Bank Statements from the Last 3 Months (Must include the whole statement, including blank pages, for legal purposes) •
Please fax in the necessary documents before the new client package
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