Application Items to Provide
We can meet with you or you can apply electronically. Please bring or upload the following information with you for your mortgage application interview.
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Identification
Driver’s license or picture ID.
Social security card. -
Employment History and Income
One month’s most current consecutive paystubs.
W-2s and 1099 forms from the last two years.
Federal Income Tax returns from the last two years. This includes all schedules and please sign page 2.
If self-employed, please include the last 2 years of business returns and K-1s. -
Assets
Two month’s most recent consecutive bank statements for all checking and savings accounts. (E-statements are acceptable, but unfortunately lenders will not accept Internet printouts or snapshots)
Copy of latest retirement statement -
House Information
Copy of fully executed sales contract if purchasing.
Approximate value of current home if refinancing. -
Other Information
Contact info for landlord if currently renting.
Certificate of Eligibility if VA.