Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs and two years W-2’s
  • Federal tax returns for the most recent two years
  • Bank statements for the past two months, all pages
  • Investment account statements for the past two months
  • Retirement account statements for the past two months

If you currently own property please provide the following as well:

  • Current mortgage statements (all properties owned)
  • Insurance declarations page showing annual premium (all properties owned)
  • Home equity account information (if applicable)