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Did you file a 2020 tax return with the IRS? If yes,
please
attatch a copy of your completed tax return, both personal and business,
including all schedules and attachments.
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Did you receive Social Security Benefits in 2020? If yes, please attach
your 2020 year-end benefits statement
(Form 1099 SSA). If you do not have it, please get a copy of this statement
from the local Social Security Administration Office.
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Did you receive Veterans Disability benefits in 2020? If yes, please attach
verification from Veterans Administration.
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Did you receive retirement benefits from one of more sources in 2020? If
yes, please attatch 2020 year-end statements
or Form 1099 showing payout or withdrawal amounts from pensions, 401(k),
457, IRA accounts, annuities, life insurance
or trust income.
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Did you receive dividends and other interest income in 2020? If yes, please
attach any 1099 forms sent to you that show the total amounts received.
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Did you rent out a portion of your home in 2020? If yes, what is the
percent of your home that is rented?
%. In the
event that part of the residence is rented, evidence that a bona fide
rental relationship exists is required. Otherwise the tenant(s) will be
considered
household members for income purposes. Evidence will be either:
- Rental agreement and rent receipts, or
- An affidavit signed by the claimant and renter(s).
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Did you use a portion of your home in 2020 for a home based business? If
yes, what is the percent of your home used for business?
%. If
yes, please attatch proof of your income from the business.
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Did you receive any other income in 2020, that is not listed above? (Wages,
salary, alimony, child support, welfare,
lottery, gambling income, inheritance, sale of property, or workers
compensation, etc.) If yes, please include any W-2's, 1099's, or other
documents that show
the total income received.
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Did any of your household receive income in 2020? Any adult member who
cannot provide documentation must
admit an IRS Wage and Income transcript and/or Social Security earnings
history. If any household member has zero
income, they will be required to provide an IRS Wage and Income Transcript
to show no income has been reported for them.
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Is the property in a trust? If yes, has the trust changed in the past year?
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