Document Types & Services
Accepted Documents
A comprehensive list of document types you can upload through our secure portal. For notary and signature services, visit the official Bank of America website.
Document Categories
What You Can Upload
Our secure portal accepts the following document types. Each file can be up to 50MB in size.
Identification
- • Driver's license
- • Passport
- • Social Security card
- • State-issued ID
- • Birth certificate
- • Military ID
Financial Statements
- • Bank statements
- • Investment summaries
- • Mortgage documents
- • Loan paperwork
- • Credit reports
- • Income verification
Tax Documents
- • W-2 forms
- • 1099 forms
- • Tax returns (1040)
- • K-1 statements
- • Payroll documents
- • Property tax records
Account Documents
- • Account applications
- • Beneficiary forms
- • Power of attorney
- • Address change forms
- • Wire transfer requests
- • Account closure requests
Legal Documents
- • Trust documents
- • Court orders
- • Subpoenas
- • Legal name change
- • Divorce decrees
- • Estate documents
Business Documents
- • Business licenses
- • Articles of incorporation
- • Operating agreements
- • Business tax returns
- • EIN verification
- • Commercial loan docs
Notary & Signature Services
For document notarization and signature services, please visit the official Bank of America website. Our secure upload portal does not handle notary appointments or signature guarantees.
The link above will open the official Bank of America website in a new tab.
Formats We Accept
Supported File Formats
Make sure your documents are in one of these supported formats before uploading.
PDFJPGPNGDOCDOCXXLSXLSXTIFF
Maximum 50MB per file • Up to 25 files per upload • Total 250MB per session