| Verified | Need | N/A | Document | Comment |
| ☐ | ☑ | ☐ | Bank Statements | NEED DOF BALANCES FOR KEY BANK CHECKING & 2 PNC CHECKING ACCTS |
| ☑ | ☐ | ☐ | Income Records | |
| ☑ | ☐ | ☐ | Photo ID | |
| ☑ | ☐ | ☐ | SSN Card | |
| ☐ | ☐ | ☑ | Tax Returns | NEED AFF. COVERING ALL 4 OF SECTON 1308 TAX YEARS FOR CONFIRMATION |