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Home > CLIENT'S DOCUMENTS CHECKLIST

CLIENT'S DOCUMENTS CHECKLIST

I. PERSONAL IDENTIFICATION DOCUMENTS

Copy of government-issued ID (e.g., passport, driver's license)

Social Security card or equivalent

Birth certificate or proof of birth date

II. FINANCIAL DOCUMENTS

Recent bank statements (last 3 months)

Pay stubs or proof of income (last 3 months)

Tax returns (last 2 years)

III. LEGAL DOCUMENTS

Signed contract or agreement

Power of attorney (if applicable)

Any relevant court documents (e.g., divorce decree, custody agreements)

IV. PROPERTY DOCUMENTS

Title deed for property ownership

Lease or rental agreements (if applicable)

Recent property tax statements

V. INSURANCE DOCUMENTS

Current insurance policies (health, auto, home, etc.)

Proof of coverage letters

Claims history (if applicable)

VI. ADDITIONAL SUPPORTING DOCUMENTS

Professional licenses or certifications (if applicable)

Resumes or CVs (for employment-related matters)

Reference letters or testimonials (if relevant)

VII. FINAL CHECK

Review all documents for completeness

Ensure all documents are signed where necessary

Make copies of all documents for your records

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