Use the following checklist to be sure you have what you need for your loan. Other documentation may be required.
Most recent two years’ federal tax returns with ALL schedules
Most recent two years’ W-2 statements and/or 1099 statements
- All paystubs for the last 30 days (showing your name and year-to-date earnings)
- Copy of your driver’s license and Social Security card
- Most recent two months’ bank/asset statements
Must include ALL pages; i.e., if page 1 says 1 of 7, then we need all 7 pages
Must be bank-generated statements that include your name, account number, and the bank’s name
CANNOT be transaction history printouts from accessing your account unless they include the information provided in #2
Examples of other asset statements to provide: stocks, 401(k) plan, retirement accounts, mutual funds
- If self-employed: Provide:
- Most recent two years’ business tax returns with ALL schedules
- Most recent two years’ K-1s/1099s/W-2s
- Copy of your business license and unaudited year-to-date profit and loss statement if applicable
- If you have rental property: Provide copy of current rental agreement and your most recent two years’ tax returns with ALL schedules
- If divorced: Provide final divorce papers, including child support/alimony agreement and final decree (signed by the court) and all revisions
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We’re here to help answer your questions. The mortgage process can, but doesn’t have to be, complicated. Use this form if you’d like to learn more about eligibility, rates, special programs, refi opportunities, or pretty much any other question that you can dream up…
(801) 810-6503