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Checklist of Important Legal Documents and Financial Statements Mobile App

Please review the list of important documents listed in the Checklist of Important Legal Documents and Financial Statements mobile app and check whether you have the document, whether you need to obtain the document or whether the document does not apply to your household. Next, collect the documents you have and obtain the ones you still need. The app covers: Tax Statements, Financial Accounts, Sources of Income and Assets, Financial Obligations, Medical, and Military Documents. Because these documents contain such important and personal information, we strongly recommend that you keep all original documents, photographs and computer backup disks in an off-site safety deposit box. And be sure to keep the key to your safety deposit box in a safe place too! GoCanvas gives you the ability to print the submission, view it online or download it as a PDF.

  • Lendlease
  • The Cooperative
  • PG&E
  • Red Bull
  • Mirvac

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Take a peek inside the Checklist of Important Legal Documents and Financial Statements Mobile App

Included Features

Our App Builder gives you the power to easily add and remove the ones you want. {{controller.show_all ? 'See included features.' : 'See more features.'}}

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Included Fields

Customize to add, remove, or edit any of the fields below.

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    1. Birth Certificate(s)/Adoption Papers

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    2. Marriage License

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    3. Divorce Papers

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    4. Social Security Card(s)

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    5. Passport/Green Card

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    6. Naturalization Documents

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    7. Will

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    8. Power(s) of Attorney (personal/property)

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    9. Mortgage or Real Estate Deeds of Trust

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    10. Vehicle Registration/Ownership Papers

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    11. ID/Driver’s License

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    12. Previous Year’s Tax Returns

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    13. Property Tax Statement

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    Personal Property Tax (i.

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    15. Bank/Credit Union Statements

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    16. Credit/Debit Card Statements

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    17. Retirement Accounts (401K, TSP, IRA)

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    18. Investment Accounts (Stocks, Bonds, Mutual Funds)

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    19. Other

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    20. Recent Pay Stubs for All Sources of Income

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    Government Benefits (e.

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    22. Alimony Income

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    23. Child Support Income

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    24. Professional Appraisals of Personal Property

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    Rewards Accounts (e.

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    26. Other

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    27. Mortgage Statement

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    28. Lease

  • ...and More!

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