| Verified | Need | N/A | Document | Comment |
| ☐ | ☑ | ☐ | Bank Statements | NEED DOF STMTS FROM CHIME 2 CHECKING/SAVINGS, CRIMSON (DASHER) CHECKING, SMI ONE CHECKING, & USAA CHECKING/SAVINGS ACCTS |
| ☑ | ☐ | ☐ | Income Records | |
| ☐ | ☑ | ☐ | Photo ID | NEED AMD VP |
| ☐ | ☑ | ☐ | SSN Card | |
| ☑ | ☐ | ☐ | Tax Returns |