Driver’s license, ID, passport, etc.
Proof of Social Security Number
Social Security card, W-2, 1099, etc.
Bank Account Statements
Last 3 months’ statements for all of your accounts, including Venmo, Paypal, etc.
Retirement Account Statements
Last 3 months.
Last 6 months – pay stubs or bank statements.
Last 6 months – other income includes Social Security, unemployment, child support, VA benefits, etc.
The last federal and state income tax returns you filed for the last 2 years. If you don’t have them, you may be able to get them online.
If you don’t have to file returns because of your income, you can file a Tax Affidavit. Ask us for the form. If you’re supposed to file, but haven’t, be prepared to discuss the reasons for this. You don’t have to file tax returns to qualify for Chapter 7 bankruptcy.
Car / Motorcycle / Boat Documents
If you own a vehicle, motorcycle, boat, etc., gather the registration and title. If you’ve purchased a vehicle in the last 90 days, bring your financing documents.
House Value Documents
Comparative Market Analysis (CMA) – we have a list of realtors who will provide a CMA for free.
Zillow, Redfin, and county-provided assessments are not always accurate, but it might get you close. You should also get a CMA, if possible.
Recent appraisal – you don’t need one for bankruptcy, but if you have one, it could be useful.
If you’ve been sued, please bring documents you have received (summons, complaint, judgment, writ of garnishment, etc.)
Notice of Default, Notice of Trustee’s Sale, etc.
If you’re obligated to pay child support or spousal maintenance, please bring your child support order and/or divorce decree.