Self-Employed (Individual Filing)
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Current business license (If applicable). |
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Last 2 years filed personal federal tax returns, including all schedules. All pages, including blank pages. No missing pages; screen shots not permitted. |
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Schedule K-1 if ownership is 25% or more, provide most recent 2-years. All pages, including blank pages. No missing pages; screen shots not permitted. |
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Most recent 2 months bank and asset statements. All pages, including blank pages. No missing pages. Online transaction history allowed; screen shots not permitted. |
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Most recent Profit and Loss Statement showing year-to-date revenues and expenses (if applicable). All pages, including blank pages. No missing pages; screen shots not permitted. |
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Property’s Current Homeowners' Insurance declaration page, showing premium, coverage amounts and agent’s name and phone number. |
Self-Employed (With Partnership Filing)
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Current business license. |
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Last 2 years filed personal federal tax returns, including all schedules. All pages, including blank pages. No missing pages; screen shots not permitted. |
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If percentage of ownership on Schedule K-1 is 25% or more, provide copy of most recent 2-years. All pages, including blank pages. No missing pages; screen shots not permitted. |
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Last 2 years completed Partnership tax returns (1065). All pages, including blank pages. No missing pages; screen shots not permitted. |
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Last 2 months bank or asset statement. All pages, including blank pages. No missing pages. Transaction history allowed; screen shots not permitted. |
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Most recent Profit and Loss Statement showing year-to-date revenues and expenses (If applicable). All pages including blank pages. No missing pages; screen shots not permitted. |
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Property’s Current Homeowners' Insurance declaration page, showing premium, coverage amounts and agent’s name and phone number. |
Self-Employed (With Corporation Filing)
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Current business license. |
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Last 2 paystubs with year to date earnings. |
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Last 2 years' completed personal federal tax return including all schedules. All pages, including blank pages. No missing pages; screen shots not permitted. |
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Last 2 years' completed Corporation tax return (1120(S)). All pages, including blank pages. No missing pages; screen shots not permitted. |
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Last 2 months bank or asset statement. All pages, including blank pages. No missing pages. Transaction history allowed; screen shots not permitted. |
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Most recent Profit and Loss Statement showing year-to-date revenues and expenses (If applicable). All pages including blank pages. No missing pages; screen shots not permitted. |
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Property’s Current Homeowners' Insurance declaration page, showing premium, coverage amounts, agent’s name, and phone number. |