Loan Application Checklist

Personal Identification

  • Your Driver’s License or U.S. Passport
  • Your Social Security card

Residential Information

  • Your residential address for the past two years
  • Monthly rent or mortgage payments

Employment Information

  • Paycheck stubs covering the most recent 30 days
  • W-2 or 1099 form covering the most recent two years

Personal Assets

  • Bank account statements covering the most recent two months for all checking, savings, investment or retirement accounts
  • Any current real estate holdings, including mortgage lenders name, monthly payment, rental income, and estimated current market value