Mortgage Checklist to Assist You
The following information is usually required during the loan process:
- Pay stubs for the past 30 days
- W-2 forms for the past 2 years
- If self-employed, all pages of tax returns for the past 2 years
- All pages of your bank statements for the past 2 months
- All pages of your investment account statements for the past 2 months
- All pages of your retirement account statements for the past 2 months
- Proof of any supplemental income
- Legible copy of your social security card
- Legible copy of your driver’s license
- Make and model of vehicles you own and their resale value
- Credit card account information
- Auto loan account information
- Personal loan account information
- Mortgage account information
- Home insurance policy information
- Home equity account information (if applicable)