Required Documents

  • 2023 Federal Income Tax Return
  • W-2’s and 1099’s from all sources of income. The same forms used to prepare your tax return. Pensions, Retirement Income, Veterans Benefits, Dividends, etc.
  • 2022 Social Security Benefit Statement
  • Drivers License
  • Voter registration card or current utility bill
  • Trust (if applicable)
  • Title or Bill of Sale for Mobile Home. Only applies if your primary residence is a mobile home.
  • Death Certificate for Deceased Spouse
  • Once you have these documents call and schedule an appointment.
  • Questions? Please Call (615) 898-7705