Mortgage Checklist
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.