Secure Document Upload Portal – CLAUDE API TEST Secure Document Upload Portal – CLAUDE API TEST You may securely upload any or all of the required documents below. If you have any issues or questions, please call or text us at 888-484-1998. "*" indicates required fields EmailThis field is for validation purposes and should be left unchanged.Your Name*If you are uploading these documents on behalf of a client, please provide the client’s first and last name. First Last This field is hidden when viewing the formLast Name – InvisibleThis field stores the last name for routing purposesEmail* Phone*Which types of documents would you like to upload? Bank Statements Pay Stubs Tax Returns Vehicle Registration or Title Automobile Insurance Driver’s License or State ID Social Security Card Retirement Account Statements (401k, IRA, etc.) Investment Accounts (Non-Retirement) Other Bank Statements* Please provide the 6 most recent monthly bank statements for any accounts in your name. Do not include any credit card statements here since we will obtain that data when we pull your credit report. Please provide only PDF documents downloaded from your bank app or website or scanned with a desktop scanner. Do not provide cell phone pictures of your bank statements since the court will reject these. Drop files here or Select files Accepted file types: pdf, Max. file size: 5 MB. Bank Statement Notes*Pay Stubs* Please provide all pay stubs received in the last 6 months. If you are married, please provide your spouse’s pay stubs as well. Even if your spouse is not joining in on the bankruptcy filing with you, we still require his/her pay stubs to establish your monthly household income. The non-filing spouse’s information will not otherwise be included in or attached to your bankruptcy filing. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Pay Stub Notes*Tax Returns* Please provide your 3 most recent personal income tax returns (Form 1040). If you filed business tax returns (Forms 1120 or 1120S) please provide those as well. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Tax Return NotesVehicle Registration or Title* Please provide a photo or scan of the registrations for any automobiles or vehicles in your name(s). This also includes motorcycles, boats, RVs, trailers, etc. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Vehicle Registration Notes*Automobile Insurance* Please provide a photo or scan of the proof of insurance for any automobiles titled or registered in your name(s). Our clients typically provide a copy of the wallet card they keep in their car near the registration. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Automobile Insurance Notes*Driver's License or State ID* Please provide a photo or scan of either your (1) Driver’s License; or (2) State Issued Identification Card; or (3) Passport. If you are filing jointly with your spouse, please provide these documents for both of you. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Driver's License Notes*Social Security Card* Please provide a photo or scan of your Social Security Card or an original W2 from an employer containing your full SSN. If you are filing jointly with your spouse, please provide these documents for both of you. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Social Security Card Notes*Retirement Accounts*If you have any retirement accounts (i.e., IRA, 401(k), 403(b), Pension, etc.) please provide the most recent statement here. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Retirement Account Notes*Investment Accounts (Non-Retirement)*If you have investment accounts accounts (i.e., Robinhood, E*Trade, Schwabb, etc.), crypto currency (i.e., Coinbase, Crypto.com, etc.), or pass-through accounts (i.e., PayPal, CashApp, Venmo, etc.), please provide statements covering the most recent 6 months here. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Investment Account Notes*Misc.*If you have any additional documents you would like to provide to your attorney, please upload them here. Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB. Misc. Notes*Press the "Submit" button below. Please make sure to click on the SUBMIT button below to submit the documents to your attorney. If you close out of this page without submitting, your data will be lost and you’ll have to start over. If you need to resubmit any documents or upload additional documents, you can revisit this page at any time to do so. This field is hidden when viewing the formForm SourceThis field is hidden when viewing the formAI Results JSONThis field is hidden when viewing the formAI Summary for StaffThis field is hidden when viewing the formAI Summary for Client