Loan Application Checklist Personal Identification Your Driver’s License or U.S. PassportYour Social Security cardResidential Information Your residential address for the past two yearsMonthly rent or mortgage paymentsEmployment Information Paycheck stubs covering the most recent 30 daysW-2 or 1099 form covering the most recent two yearsPersonal Assets Bank account statements covering the most recent two months for all checking, savings, investment or retirement accountsAny current real estate holdings, including mortgage lenders name, monthly payment, rental income, and estimated current market value