Money Credit Appointment Checklist

IF YOU WISH TO HAVE ASSISTANCE IN REVIEWING YOUR FAMILY FINANCIAL SITUATION:  HCS will assist you to design a budget and savings plan, resolve delinquencies and credit problems, understand your financial options, or prepare for future purchase or rental.

In order to assist you, please bring the following documents to your appointment:
Click here to download a pdf version of this checklist

1. Proof of income (two most recent pay stubs for all adults)
2. Proof of non-employment income such as pension, Public Assistance, SSI, etc.
3. Two most recent bank statements for all accounts
4. Verification of ownership of stocks, bonds, Certificates of Deposit, IRA, etc.
5. Most recent Federal and City/State tax returns and W2s for all adults.
6. Copies of all recent bills including credit cards, utilities, car loans, etc.
7. Copy of Valid Driver License, Non driver’s ID card, Passport, or other official picture ID
8. Your counselor may request additional documents once she/he meets with you.
9. Copy of your credit report which is not more than ninety (90) days old. If you do not have a copy of your credit report (which you may obtain by contacting the credit bureau directly- annualcreditreport.com). HCS can assist you in obtaining a copy. Choose your preference below.

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