| Verified | Need | N/A | Document | Comment |
| ☐ | ☑ | ☐ | Bank Statements | NEED DOF BALANCES FOR CHASE CHECKING, US BANK CHECKING, CAFCU SAVINGS, & USAA SAVINGS ACCTS |
| ☐ | ☑ | ☐ | Income Records | |
| ☐ | ☑ | ☐ | Photo ID | NEED AMND VP FOR SUFFIX |
| ☑ | ☐ | ☐ | SSN Card | |
| ☐ | ☑ | ☐ | Tax Returns | NEED COPY OF 25TR-STATE |