Loan Checklist

Here’s a list of the most common documents required as part of your loan application:

Employment

  • Name and address of employers for the past two years
  • Copy of pay stubs for the previous 30 days
  • Copy of last two years W-2 forms
  • Copy of last two years Federal tax returns

Self-employed

  • Copy of last two years Federal tax returns (personal and corporate); year to date P&L and Balance Sheet through the most recent quarter

Addresses

  • Addresses for the previous two years

Miscellaneous

  • Copies of statements covering last 2 months on asset accounts: Checking / Savings / Brokerage Accounts
  • Copy of most recent statement for 401K, IRA’s, etc.

Assets

  • Copy of driver’s license and social security card
  • Copy of fully executed divorce decree if applicable
  • Copy of real estate contract for a purchase
  • Veterans! Copy of DD 214 and Eligibility Cert. if you have it.

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