• Documents That May Be Required
  • Not all of these documents will apply to you.  Also, there may be additional documents that are not on this list that may be requested from you.


    Income Documents

    • 2 years most recent taxes (all pages)
    • 2 years most recent W2’s and/or 1099’s  (tax forms you receive at the end of the year for any income you have earned.
    • 30 days most recent paystubs
    • Social security award letter
    • Pension for life letter

    Asset Documents

    • 2 months most recent bank statements (all pages)
    • 2 months most recent investment and/or retirement statements (all pages)

    Property Info

    • Most recent mortgage statements for all properties owned
    • Most recent equity line statements for all properties owned (if applicable)
    • Homeowners insurance policy for all properties owned
    • The “NOTE” (this would be needed for a property you are refinancing)
    • Homeowners association statements


    • Bankruptcy discharge paper
    • Short sale settlement statement
    • Gift documentation
    • Divorce decree


    • Drivers license OR state issued identification
    • Social security card OR passport
    • Visa


    • DD214
    • Proof of active duty service