Loan 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

General

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

Identification

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

Government

• DD214
• Proof of active duty service