Prepare for your appointment
These forms are in Adobe Reader files. If you don’t have the software, download it free prior to attempting to access the files.
- counseling worksheet
- statement of counseling services and privacy policy
- credit release and information form
- Proof of income (last 2 pay stubs)
- Household expenses
- Most current Creditor Statement
- Property tax and insurance papers
- Photo ID if wanting a credit report pulled
It you are attending your counseling session in person, bring the completed information listed above with you to your appointment. If you are conducting your session by phone, please return the completed information listed above to our office in advance of your appointment and keep a copy for yourself to refer to during the session.