PROOF OF AGE

• US Passport
• Birth Certificate
• Driver's License
• Baptismal Certificate

PROOF OF CITIZENSHIP

• US Passport
• Birth Certificate
• Naturalization Papers
• Alien Registration Card
• Final Adoption Decree

IDENTITY

• US Passport
• Photo License
• School ID
• US Military ID
• County ID

MARITAL STATUS

• Marriage Certificate
• Separation Papers
• Divorce Decree
• Spouse's Death Certificate

FINANCIAL RESOURCES

All Data Applicable to Resources owned in the last 5 years

• Checking Account Statements
• Savings Account Statements
• Money Market Accounts
• Certificates of Deposit
• Credit Union Accounts
• Stocks or Bonds
• Annuities
• IRA, 401K, 403B, Keogh Accts
• Title to Automobile & Value
• Deeds to Property Owned and Listing Agreement
• Property Proceeds / HUD-1
• Mortgages
• Special Needs Trusts
• Burial Plot Information
• Prepaid Funeral Contracts
• Life Insurance Policies with Cash Value Statement

INCOME

• Most Recent Pay Stubs
• Social Security Award Letter
• Railroad Retirement Award Letter
• Temp. Disability Check or Award Letter
• Pension Statement
• Unemployment Check Stub
• VA Award Letter
• SSI Award Letter
• Support/Alimony Checks Or Court Order

OTHER

• Social Security Card (front and back)
• Medicare Card (front and back)
• Additional Insurance Cards/RX Card
• POA
• Guardianship Documentation
• Tax Returns
• Insurance Premium Bill or Payment Coupon

SPOUSAL SCENARIOS PLEASE PROVIDE COPIES:

• Spouse's ID & Cards
• Electric Bills
• Real Estate Tax Bills
• Gas/Oil Bills
• Mortgage Statements
• Rent Receipts
• Water/Sewer Bills
• Home/Renter's Insurance
• All Income Verifications (Social Security Award Letter, Pension Stub, Etc.)