The following information is required during the loan process:
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Your Social Security number and date of birth
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Last 2 years W-2's and or 1099's
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Current pay stubs to cover 1 full month
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Your personal federal tax returns form 1040 for the past two years including all schedules
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Bank statements for the past two months all pages
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Investment account statements for the past two months all pages
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Retirement account statements most recent quarter
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Employement and residence history for the past 2 years
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Copies of your drivers license
If you currently own Real Estate:
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Most recent mortgage statements for properties that you currently own (1st,2nd,3rd)
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Most recent property tax bill for all properties that you currently own
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Copies of homowners insurance declaration page for all properties
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Copy of the homowner association bill (if applicable)
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