We can't wait to connect with you!
Here's a handy list of items you'll want to have ready to go for your appointment. If you're meeting with us by phone, please have a device available to access your email and use our eSign option.
If you have any questions in the meantime, feel free to give us a buzz at 800.736.4500.
What You'll Need
- Valid, unexpired driver's license
- Proof of current address if different from address on identification
- Verification of all income:
- 2 most recent paystubs
- If self-employed- 2 years of taxes (Schedule C)
- Military- LES
- Social Security Award Letter (If Applicable)
- Statement of Assets – Bank statements