Loan Checklist
| Borrower | Co-Borrower | Document |
|---|---|---|
| Last two years Federal Income Tax Returns | ||
| Most recent two years W2’s | ||
| Most recent two years 1099’s (for all jobs) | ||
| Two recent and consecutive pay stubs <30 days old | ||
| Two months bank statements < 60 days old (include all pages) | ||
| Asset Statements (401k, stocks, savings, mutual funds) | ||
| Clear copy of driver’s License(s) | ||
| Clear copy of social security card(s) | ||
| Copy of homeowner’s declaration or agent’s name and phone number | ||
| Current mortgage Note (Refinances loans only) | ||
| Mortgage Statements for all mortgages including 2nd mortgages and rental properties | ||
| Current lease for any rental properties | ||
| If self-employed, most recent two years business returns and K1 schedules |
Additional documents may be required.