We can’t wait to meet with you!

Before your appointment, please review the list of what you’ll need to have handy for phone appointments or bring with you to branch appointments. For phone appointments, please have a device available to access your email and use our eSign option.

If you have any questions before your meeting, don’t hesitate to contact us at 800.448.9228.

what you'll need

Credit Card or Debt Consolidation

  • Valid identification (such as a driver’s license)
  • Proof of current address (if different from address on driver’s license)
  • Your Social Security Number or Tax Identification Number (no need to bring your cards)
  • Two most recent pay stubs with income to date
  • Statements for balances owed with account numbers and payoff addresses (credit cards, etc.)