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Home
Clients
Documents
Documents you may be asked for.
You only need the ones that match your letter. Tick the ones you have; they're saved on this device.
Income
Recent pay stubs
For everyone in the household who works.
Last year's tax return
The full Form 1040.
Profit and loss statement
If you're self-employed. We'll give you a template.
Letter from your employer
If you're paid in cash or your income changed.
Benefit letters
Social Security, unemployment, pension.
Citizenship or immigration status
U.S. passport or birth certificate
For citizens.
Naturalization certificate
If you became a citizen.
Green card (I-551)
For permanent residents.
Other current immigration document
For example, an I-94 or a work permit (I-766).
For a life event
Proof of lost coverage
A letter from your employer or Medicaid with the end date.
Proof of new address
Lease, utility bill or ID.
Marriage or birth certificate
To add a spouse or a baby.