Documents Requested - CLS Financial
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Documents Requested

DOCUMENT LISTS

  • INCOME DOCUMENTS

    • MOST RECENT TWO YEARS
    • W-2’s and / or K-1’s
    • Personal Federal Tax Returns
    • Corporate Federal Tax Returns (if applicable)
    • Paystubs (Most Recent One Month)

  • ASSETS DOCUMENTS

    • MOST RECENT TWO MONTHS, ALL PAGES
    • Checking, Savings, CD’s, Stocks,
    • Mutual Funds and Retirement Accounts

  • OTHER DOCUMENTS

    • Divorce Decree
      (If paying or receiving Alimony/Child Support)
    • Driver’s License and Social Security Card
    • Green Card or Visa (If Applicable)

UPLOAD DOCUMENTS

Tony Close

Upload Documents to Tony

Wendee Close

Upload Documents to Wendee

Brad Fish

Upload Documents to Brad

CONTACT CLS

562-594-6884

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