- PAYCHECK STUBS
- FEDERAL INCOME TAX RETURNS for the last two years.
- W-2’S – for the last two years.
- BANK STATEMENTS –Last two (2) months- Checking and/or Savings
- IRA’s, 401K, Mutual Funds, Etc. – Most recent statement
- HOME OWNERS INSURANCE INFORMATION (all properties)
(if condo or townhome association name and phone number)
- DRIVER’S LICENSE
When Refinancing (in addition to items above)
- CURRENT MORTGAGE STATEMENT (all mortgages)
- CURRENT TAX BILL (all properties)
If applicable…
- DIVORCE DECREE-Full copy including settlement agreement
- BANKRUPTCY-Complete schedules and discharge papers
- SOCIAL SECURITY CARD
- Complete Copy of Trust Documents if Property is in a Trust
Click here to print a copy of this this checklist.
If you have questions, please send an email or call 630-983-2335.
