Loan Checklist

  • Last two years W-2's
  • Last two years personal tax returns (all schedules please)
  • Last two years corporate tax returns (if self-employed)
  • Thirty days current pay stubs
  • Two months most current bank statemenets for all accounts (all pages)
  • 401K and/or Retirement Statements (most current, all pages)
  • Home Owners Insurance Agent name & number
  • Copy of Mortgage Statement
  • Copy of Mortgage Note
  • Copy of Social Security Cards
  • Copy of Permanent Resident Alien Cards (if applicable)
  • Divorce Decree (if applicable)
  • Child Support Order (if applicable)
  • Bankruptcy Papers and Discharge Notice (if applicable)
  • Rental Agreements for all properties owned (if applicable)

VA Loans

  • Copy of DD214 (VA Loan)
  • Certificate of Eligibility (VA Loan)

If Retired

  • Social Security Award Letter
  • Pension Award Letter
  • Last two years I099s

Forms Required

  • Borrower's Authorization (enclosed)
  • 4506T (enclosed)
  • E-Sign Disclosure (enclosed)