Two secure ways to submit your documents
Choose the option that fits you best. Both methods go directly into our workflow.
Secure submission
Direct to our workflow
Phone-friendly
Option 1
Most popularSmart Online Organizer
Answer a guided questionnaire. You can save and finish later. At the end, you’ll see exactly what documents to upload.
- Guided questions based on your answers
- Save progress and return anytime
- Clear upload checklist at the end
Option 2
Upload Completed PDF Organizer + Documents
A simple upload page with a few identifying questions. Attach your completed PDF organizer and upload your documents all at once.
- Answer a few quick identifying questions
- Upload your completed PDF organizer
- Upload PDFs or clear photos of your documents
Rather drop off or mail instead? See instructions on our Drop-Off & Mail page.