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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Card
  • Drivers License (Valid / State or Federal Picture ID)
  • Most recent 2 years 1099/ and or W-2 forms
  • Current pay stubs AND  your tax returns for the past two years
  • Bank statements for the past two months - All pages
  • Investment account statements for the past two months
  • Life insurance policy
  • Retirement account statements for the past two months
  •  
  • if you currently own Real Estate:
  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
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