Identity/Citizenship
Birth Certificate U.S Passport Naturalization Papers Driver's license
Social Security Card Non driver ID card Medicare Card Social Security award letter.
NYC Residency
Many of the ID documents listed earlier or one of the following:
Deed to Home Rental Lease Rent Receipt Letter signed by landlord
Copy of Social Security card
Veteran Status
Military Discharge Papers
Marital Status
Marriage Certificate Legal separation agreement Divorce Decree
Spouse's death certificate
Medicare
Copy of card Proof of enrollment in plan A or B
Income
Copy of Social Security award letter
Pension Fund Statement or copy of letter from payer stating amount of pension benefits
Copy of actual checks for the following: Rental Income, dividends, Interest, annuities, other income
Reparations
Copy of check, affidavit, receipt
Rent and rent related expenses
Rent receipt Deed to home Telephone, Electric bills
Health Insurance
Copy of Insurance card Copy of Bill Proof of payment (front and back)
Resources
Last month of all statements of,
Passbook/savings accounts Checking Accounts Cd's Stocks, bonds. Ira's Mutual Funds
Whole Life Insurance
Indicate face value and cash value
Statement of policy Statement from insurance company
Irrevocable Burial Agreement
Prepaid burial contract and proof of payment. Burial Deed
