Here is a preliminary list of items that I’ll need to get things started.
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Three (3) years of prior returns, personal and business (if applicable).
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Full time/Part time and if applicable 1099 income sources.
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Banking and Investment statements, most recent official quarterly statement.
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Mortgage, Auto, Student loans as well as Major Credit Cards as well as retail accounts. All debts will be included, this is a partial list.
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Medical, Homeowners, Auto, Life, Disability Income, Long Term Care policy information.
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Some banks offer it as a benefit, otherwise you can go to www.annualcreditreport.com and get it for free.
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You can print out your benefits if you to go www.ssa.gov and view your details there.