Document Checklist

The following information is usually required during the loan process:

• Your Social Security number
• Current pay stubs or, if self employed, your tax returns for the past two years
• Bank statements for the past two months(all Pages)
• Investment account statements for the past two months
• W2’s for the past two years
• Retirement account statements for the past two months

If you currently own Real Estate:

• Mortgage account information
• Home equity account information (if applicable)
• Home insurance policy information
• Real Estate tax bill