The following information is usually required during the loan process:
-
Drivers License
-
Social Security Card
-
Current pay stubs covering the most recent 30 days
-
Last 2yrs tax returns. All pages (Personal and Business if self employed)
-
Last 2yrs W-2s and 1099's, if applicable
-
Copy of Social Security and/or Pension Income Award Letter(s), if applicable
-
Deposit account statements for checking, savings, investment, retirement, etc for the past two months. All pages
-
Investment account statements for the past two months. All pages
-
Retirement account statements for the past two months. All pages
If you currently own Real Estate:
-
Most recent mortgage statement(s)
-
Home owners insurance declaration page(s)
-
Most recent property tax bill(s)
-
Copy of HOA coupon or statement(s), if applicable
Be sure to consult with your mortgage loan origiinator to confirm which documents you will need.
|