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.

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