DOCUMENTATION CHECKLIST

  • CLEAR COPY OF DRIVER’S LICENSE
  • LAST TWO YEARS W2’S AND FEDERAL TAX RETURNS (ALL SCHEDULES, ALL PAGES). IF SELF EMPLOYED, PROVIDE MOST RECENT BUSINESS LICENSE AND ALL CORPORATE RETURNS INCLUDING ALL SCHEDULES. IF A BUSINESS LICENSE IS NOT AVAILABLE, A CPA LETTER IS SUFFICIENT.
  • DOCUMENTATION OF SOCIAL SECURITY AWARDS LETTER AND/OR PENSION (IF APPLICABLE)
  • LAST 30 DAY PAYCHECK STUBS
  • LAST TWO MONTHS BANK STATEMENTS (CHECKING, SAVINGS, 401K, ETC.). INCLUDE ALL PAGES, EVEN IF BLANK.
  • IF YOU CURRENTLY OWN ANY PROPERTY OR HOLD ADDITIONAL MORTGAGES, ALL OF THE FOLLOWING MUST BE PROVIDED FOR ALL PROPERTIES OWNED: CURRENT MORTGAGE STATEMENTS, HOMEOWNER’S INSURANCE DECLARATION PAGE AND IF THERE IS AN HOA, PROVIDE CURRENT HOA STATEMENT.


Please note, there may be additional information and documentation requested of you during the loan process. We will make every attempt to assure a smooth transaction and your cooperation and proactiveness throughout this process is much appreciated.

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