| Verified | Need | N/A | Document | Comment |
| ☐ | ☑ | ☐ | Bank Statements | NEED DOF BALANCES FOR CHIME CHECKING/SAVINGS & 3 CURRENT ACCTS |
| ☑ | ☐ | ☐ | Income Records | |
| ☑ | ☐ | ☐ | Photo ID | |
| ☑ | ☐ | ☐ | SSN Card | |
| ☑ | ☐ | ☐ | Tax Returns | NEED COMPLETE 2024 FEDERAL TR (INCLUDING SCHEDULES) FOR CONFIRMATION |