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Your Appointment Checklists

If you have a scheduled appointment, below are the document checklists to help you prepare for your appointment.

 

If you need to reschedule or cancel an appointment, please do so by calling 808.245.6791. 

  • Photo ID
  • SSN Verification
  • Physical Address Verification
  • Social Security Administration Rep Payee Designation Letter
  • Photo ID
  • SSN Verification
  • Physical Address Verification
  • Photo ID
  • SSN Verification
  • Physical Address Verification
  • Original Trust Document
  • Photo ID
  • SSN Verification
  • Physical Address Verification
  • Original Power of Attorney Agreement
  • Photo ID
If adding a joint owner, joint required:
  • Photo ID
  • SSN Verification
  • Photo ID
Valid Photo ID (Government Issued)
  • Driver's License
  • State ID
  • Passport
  • Military ID
SSN Verification
  • Social Security Card
  • Credit Report
  • Tax Returns
  • W-2 (within the last 2 years)
  • Tax Return (within the last 2 years)
Physical Address Verification
  • Valid government issued ID
  • Local utility bill displaying service address*
  • Real Property Tax Assessment
  • Credit Report
  • Rental Agreement
  • Mortgage Statement*
  • Proof of Homeownership
  • Financial statement*
  • Employer issued paycheck or paystub*
  • Insurance Statement or Card (auto, homeowners or medical)
  • US Income Tax Return, W-2, of Form 1099**
*Dated no more than 60 days from current date
**Form filed within the last 2 years
  • Proof of Income
    • 1 month of recent Paystubs (For W2 Employees)
    • 2 Years of tax returns (For Self-Employed Individuals)
    • Statement showing retirement income
  • Signed Purchase Contract
  • Proof of Insurance
  • Proof of Income
    • 1 month of recent Paystubs (For W2 Employees)
    • 2 Years of tax returns (For Self-Employed Individuals)
    • Statement showing retirement income

  • Copy of Current Registration
  • Copy of Current Safety Check
  • Proof of Insurance
  • Current Vehicle Mileage
  • Proof of Income
    • 1 month of recent Paystubs (For W2 Employees)
    • 2 Years of tax returns (For Self-Employed Individuals)
    • Statement showing retirement income

  • Proof of Income
    • 1 month of recent Paystubs (For W2 Employees)
    • Last 2 years of W2's (For W2 Employees)
    • 2 Years of tax returns (For Self-Employed Individuals)
      • YTD Profit & Loss
      • Business bank statements supporting the Profit & Loss
    • Statement showing retirement income
  • Proof of Homeowners & Hurricane Insurance
  • 2 Months of current Bank Statements (To Show Assets)
  • 1st Mortgage Statement
  • Proof of Income
    • 1 month of recent Paystubs (For W2 Employees)
    • Last 2 years of W2's (For W2 Employees)
    • 2 Years of tax returns (For Self-Employed Individuals)
      • YTD Profit & Loss
      • Business bank statements supporting the Profit & Loss
    • Statement showing retirement income
  • Proof of Homeowners & Hurricane Insurance
  • 2 Months of current Bank Statements (To Show Assets)
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