If you have a scheduled appointment, below are the document checklists to help you prepare for your appointment.
If you need to reschedule or cancel an appointment, please do so by calling 808.245.6791.
- Photo ID
- SSN Verification
- Physical Address Verification
- Social Security Administration Rep Payee Designation Letter
- Photo ID
- SSN Verification
- Physical Address Verification
- Photo ID
- SSN Verification
- Physical Address Verification
- Original Power of Attorney Agreement
Valid Photo ID (Government Issued)
- Driver's License
- State ID
- Passport
- Military ID
SSN Verification
- Social Security Card
- Credit Report
- Tax Returns
- W-2 (within the last 2 years)
- Tax Return (within the last 2 years)
Physical Address Verification
- Valid government issued ID
- Local utility bill displaying service address*
- Real Property Tax Assessment
- Credit Report
- Rental Agreement
- Mortgage Statement*
- Proof of Homeownership
- Financial statement*
- Employer issued paycheck or paystub*
- Insurance Statement or Card (auto, homeowners or medical)
- US Income Tax Return, W-2, of Form 1099**
*Dated no more than 60 days from current date
**Form filed within the last 2 years
- Proof of Income
- 1 month of recent Paystubs (For W2 Employees)
- 2 Years of tax returns (For Self-Employed Individuals)
- Statement showing retirement income
- Signed Purchase Contract
- Proof of Insurance
- Proof of Income
- 1 month of recent Paystubs (For W2 Employees)
- 2 Years of tax returns (For Self-Employed Individuals)
- Statement showing retirement income
- Copy of Current Registration
- Copy of Current Safety Check
- Proof of Insurance
- Current Vehicle Mileage
- Proof of Income
- 1 month of recent Paystubs (For W2 Employees)
- 2 Years of tax returns (For Self-Employed Individuals)
- Statement showing retirement income
- Proof of Income
- 1 month of recent Paystubs (For W2 Employees)
- Last 2 years of W2's (For W2 Employees)
- 2 Years of tax returns (For Self-Employed Individuals)
- YTD Profit & Loss
- Business bank statements supporting the Profit & Loss
- Statement showing retirement income
- Proof of Homeowners & Hurricane Insurance
- 2 Months of current Bank Statements (To Show Assets)
- 1st Mortgage Statement
- Proof of Income
- 1 month of recent Paystubs (For W2 Employees)
- Last 2 years of W2's (For W2 Employees)
- 2 Years of tax returns (For Self-Employed Individuals)
- YTD Profit & Loss
- Business bank statements supporting the Profit & Loss
- Statement showing retirement income
- Proof of Homeowners & Hurricane Insurance
- 2 Months of current Bank Statements (To Show Assets)
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