Due to the sensitive nature of the information you will be providing on this application, we cannot allow you to save and return to your application at a different time. Please be ready to provide all of the necessary information before you begin your application.
– Birthdays and SSN numbers for all household members.
– Income information for all household members from all sources – Social Security, Employment, VA, Pensions & Annuities, Unemployment, Child support, Alimony, TANF/PATH/APTD, etc. Payee and amount received per month.
– Bank account information such as type of account, Bank name, appx current balance, interest rates. Includes brick and mortar as well as digital only banking such as Direct Express (considered a savings account for cash benefits), GreenDot, Chime, Varo, etc.
– IRA, CD, Stocks, Bonds, 401K & other investment and retirement account information. Trust information.
– Real estate information
– Life insurance information (whole life only)
– Recurring medical expenses if you or someone in the household is over 62 or disabled.
– Any student information
– Housing references (present and prior addresses, landlord contact information, dates, etc.)
– Any criminal information (type of criminal conviction and dates)
– Citizenship information
– Emergency contact information