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Bank/Asset Statements

Provides details of activity in accounts such as checking, savings, retirement, or those holding stocks, bonds, or other investments.

You may have to show statements for your checking and savings accounts or other assets (brokerage, retirement, etc.) to verify:

  • Assets
  • Income
  • Source of large deposits (except paychecks)

Generally, you’ll need to provide the most recent 2 — 3 months of statements. Sometimes, though, you might be asked to provide the last 12 — 24 months, if you’re using statements to verify income, for instance.

Reminder

  • Make sure documents cover the requested period (2 — 3 months, 1 year, etc.).
  • Documents from foreign countries should be accompanied by English translations, including a translation certification document.
  • Foreign currency amounts should be converted to US dollars.

Tips for a smoother application process

  • Make sure documents are clear and legible.
  • Don't alter any pages (no strikethroughs, cross-outs, etc.).
  • Send all pages, even the blank ones.