| Verified | Need | N/A | Document | Comment |
| ☐ | ☑ | ☐ | Bank Statements | NEED DOF BALANCES FOR ACORNS CHECKING, CHIME CHECKING/SAVINGS, CREDIT KARMA CHECKING, EVERWISE CHECKING/SAVINGS, & KEYBANK CHECKING/SAVINGS ACCTS |
| ☑ | ☐ | ☐ | Income Records | |
| ☑ | ☐ | ☐ | Photo ID | |
| ☑ | ☐ | ☐ | SSN Card | |
| ☑ | ☐ | ☐ | Tax Returns |