Basic Items Checklist
- Government-issued photo ID and Social Security card
- Pay stubs covering the last 30 days
- W-2s for the past two years
- Federal tax returns (personal and business) for the past two years
- Checking, savings, investment account statements, (2 most recent months, include all pages of the statement)
- Retirement, 401K, IRA, Deferred Comp, Annuity, (most recent 1 month statement, include all pages of the statement)
Additional Items checklist – if applicable
- Divorce Decree
- Child Support order
- Bankruptcy/discharge papers for any bankruptcies in credit history
- Judicial Deed from a Foreclosure
- Settlement Statements from any short sales
Your Mortgage Loan Consultant may require additional documents specific to your credit profile or unique circumstance.