Loan Checklist

• LAST TWO MOST RECENT YEARS OF W-2 FORMS
• MOST RECENT TWO MONTHS OF PAY STUBS
• MOST RECENT STATEMENT (ALL PAGES) FOR BANKS, MUTUAL FUNDS, IRA ACCOUNTS
• FEDERAL TAX RETURNS FOR THE PREVIOUS 2 YEARS
• (IF SELF EMPLOYED OR RECEIVE COMMISSION INCOME)
• ESTIMATED NET PROCEEDS FROM SALE OF HOME (IF APPLICABLE)
• NAME AND PHONE NUMBER OF INSURANCE AGENT
• DIVORCE DECREE AND SEPARATION AGREEMENT
• COMPLETE COPY OF BANKRUPTCY PAPERS INCLUDING DISCHARGE
• LEASE AGREEMENTS ON RENTAL PROPERTIES
• SIGNED AND DATED SALES AGREEMENT INCLUDING ALL ADDENDUMS
• PROOF OF CHILD SUPPORT
• LETTER OF EXPLANATION FOR GAP IN EMPLOYMENT
• VETERAN- CERTIFICATE OF ELIGIBILITY AND DD214
• COPY OF VALID STATE IDENTIFICATION AND SOCIAL SECURITY CARD