Mortgage Checklist

The following information is usually required during the loan process.

• Your Social Security number
• Two most recent pay stubs and copies of W-2′s for previous two years
• If self employed, past two years of tax returns
• Bank statements for past two months
• Investment account statements for past two months
• Life insurance policy
• Retirement account statements for past two months
• Make/Model of vehicles you own along with their resale value
• Credit card account information
• Auto loan account information
• Personal loan account information

If you currently own Real Estate:

• Mortgage account information
• Home equity account information (if applicable)
• Home insurance policy information