What documents are required to confirm income?

Modified on Thu, 8 Jan at 10:30 AM

The required documents depend on the customer’s source of income:

  • Employment contract (permanent or fixed-term):
    A certificate of income (using the bank’s or employer’s template) or bank statements confirming salary inflows for the last 3 or 6 months.

  • Self-employed customers (tax book of revenues and expenses or lump-sum taxation):
    PIT tax return for the last completed tax year, a summary of KPiR or the revenue register for the current year, and certificates confirming no arrears with Social Security (ZUS) and the Tax Office (US).

  • Pension or disability benefits:
    The decision on granting or indexation of the benefit, along with proof of the most recent benefit payment to the bank account.

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