Two most recent paystubs
Two most recent year of federal tax returns with ALL schedules attached
Two most recent W-2’s
If you own 25% or more in a corporation or partnership, please supply two most recent year’s K-1’s federal business tax returns
Copy of driver’s license
Most recent two months statements for any savings, checking, stocks, bonds, IRA’s, 401K’s, etc. **Include every page, even if the page is blank
If you currently own any properties, please provide:
Copy of mortgage statement for each property
Copy of property tax bill for each property
Copy of homeowner’s insurance declaration page for each property
Copy of rental/lease agreements, if applicable
If you would like to save a copy of this checklist, please download the PDF.