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BORROWER INFORMATION:
  Last 2 years of W2s
  Last 30 days of paycheck stubs
  Last 3 months of all stock brokerage accounts
  Last 3 months of all bank, credit union, and savings & loan accounts
  Most recent quarterly statements from all IRA, 401K, Profit Sharing, and Pension accounts
  Divorce decree or separation agreement, if applicable, including child support worksheets
  Sales contract on house being purchased, including earnest money check
  Leases on rental properties if investment properties are owned
  K1s on all partnership owned
  DD214 (VA only)

OTHER INFORMATION NEEDED:
  If you are presently renting, Landlord's name, address, and telephone number
  Name and telephone number of insurance agent providing homeowners policy
  AWARDS LETTER REGARDING SOCIAL SECURITY BENEFITS
  DOCUMENTATION REGARDING BENEFITS FROM PENSIONS

IF SELF EMPLOYED OR COMMISSIONED SALES:
  Last 2 years of personal / corporate tax returns, including all schedules
  Last 2 years of 1099s, W2s q Year-to-date Profit and Loss Statement
  Last 3 months of all business bank statements
  Any notes if guarantor for business debts and / or leases

 

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Last modified: 11/09/05