Welcome to the Document Upload Page.
At BeneShield Financial, security is our utmost concern. For that reason, BeneShield Financial, LLC does NOT keep documents on file and all documents are passed to the funding parties who are working with our P.G. Executive Program. Your documents will be deleted from our systems as soon as we no longer need them to complete your P.G. Executive Employee Profile and get your corporation funded.
Document Upload Instructions
1. Good color copies of the front and back of Driver’s License.
2. Good color copies of the front and back of Social Security card.
3. Recent Utility Bill, address and name on bill should match as it is listed on your driver’s license and it must be from the last 30 days in order to be accepted.
4. Last month’s full bank statement, we need to see all pages of the statement.
5. W-2(s) and/or Tax Returns from 2018.
6. Last 2 paystubs.
7. Voided check or bank account routing/account number information
*Please return each document in its designated upload field below.
* If your source of income is W-2, we will need to see the most recent W-2(s) as well as the 2 most recent paystubs. If you are a contractor/self-employed, we will need to see proof of income via 1099 and/or last tax return in addition to needing the last 2 bank statements.
2. Good color copies of the front and back of Social Security card.
3. Recent Utility Bill, address and name on bill should match as it is listed on your driver’s license and it must be from the last 30 days in order to be accepted.
4. Last month’s full bank statement, we need to see all pages of the statement.
5. W-2(s) and/or Tax Returns from 2018.
6. Last 2 paystubs.
7. Voided check or bank account routing/account number information
*Please return each document in its designated upload field below.
* If your source of income is W-2, we will need to see the most recent W-2(s) as well as the 2 most recent paystubs. If you are a contractor/self-employed, we will need to see proof of income via 1099 and/or last tax return in addition to needing the last 2 bank statements.
Upload Documents Below, According to Instructions Above
