What You’ll Need Before Starting
Please have the following documents ready before beginning the intake form.
All documents must be uploaded in PDF format.
[Counseling Intake Form] you may print and complete by hand or fill it out electronically.
- 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
- 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
- Two most recent bank statements (two months) for applicants and co-applicants
Please obtain these directly from the IRS:
- Two most recent years Wage & Income Transcripts for applicants and co-applicants
- Two most recent years Tax 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.



