Address

 

city, state zip

 

Phone #'s

SSN#'s

 

(if applying for bank loan) Driver's License #

 

Same information for spouse.

 

Dates of Birth for you, spouse and dependents.

 

Dependents names, DOB, and SSN and relationship to you.

 

Income:

W2's

1099's

Interest income

Investment Income

Rental Property, etc

 

Expenses:

1098's - Mortgage interest paid, real

Health insurance, doctors paid, prescriptions paid, copays, etc

Self employment expenses.