We may require the following items to complete your loan approval. You may provide these documents voluntarily at any time.
Identification
- U.S. Government or State Issued Photo Identification
- Other verification of identification
Source of Income
- Most recent 30 days of pay-stubs
- Past two years W2s
- Two years of tax returns and all K-1s (self-employed borrowers)
- Social Security Award Letter (retired borrowers)
- Pension Statements (retired borrowers)
- Documentation for other sources of income
Asset Documentation
- Two months' bank statements– all pages
- Two months' investment/retirement account statements– all pages
Miscellaneous
- Current mortgage statements for all properties owned
- Proof of property taxes and insurance premiums (if not on mortgage statement or if owned free and clear)
- If applicable: Divorce decree, Child support owed– court orders and any modifications, Bankruptcy documentation, and discharge papers
