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.