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 (2016 and 2017)
Most recent two years’ W-2 statements and/or 1099 statements (2016 and 2017)
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