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.
- 2023 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