Checklist

Standard loan documentation:

• W-2 forms (previous 2 years)
• Pay stubs (2 most recent)
• Employer name & address (2 year history)
• Bank Account(s) Statements (recent 2 months)
• Statements for 401(k)s, stocks, other investments (most recent)
• Photo identification (valid Driver’s License or Passport)
• Check for credit report and appraisal fee
• Social Security Award Letter & copy of recent check (if applicable)
• New home Sales Agreement, specifications, plans, and/or legal description

• Two years signed tax returns with all schedules & YTD profit & loss (if self employed)
• Landlord name and address (if renting)
• Contract and closing disclosure (if selling current home)
• DD214 (if doing a VA loan)

• *Additional items may be requested during the loan underwriting phase if more information is required to guarantee your loan.