Checklist

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.