Quick Checklist Before You Start
Please have the following documents ready before beginning the intake form. All documents must be uploaded in PDF format.
Once you’ve confirmed the items below, you’re ready to begin.
Required Forms
- Counseling Intake Form (You may print and complete by hand or fill it out electronically)
Identification
- State-issued photo ID for all applicants and household members 18 years of age or older
- Social Security cards for all household members
- Permanent Resident cards, if applicable, for all household members
Income Documentation
- 30 days of most recent, consecutive paystubs for all applicants and household members 18 years of age and older
- Proof of additional income, if applicable
Financial Documentation
- Two most recent bank statements (two months) for applicants and co-applicants
Tax Documentation
Please obtain these directly from the IRS:
- Two most recent years Wage & Income Transcripts for applicants and co-applicants
- Two most recent years Return Transcripts for applicants and co-applicants
You can retrieve these transcripts from the IRS here: https://www.irs.gov/individuals/get-transcript
Important: We no longer accept 1040 tax return forms or W-2s. Transcripts must be downloaded directly from the IRS.
