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    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
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    13 views1 page

    Required Paperwork

    Uploaded by

    jackpotlee

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    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

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