Loan Checklist
When applying for a loan, your lender will need personal information from you to determine how much of a loan you can qualify for. The following is a list of all items that you may need to have ready.
- FEDERAL TAX RETURNS FOR THE PREVIOUS 2 YEARS
(IF SELF EMPLOYED OR RECEIVE COMMISSION INCOME)
- W-2 FORM'S - LAST 2 YEARS
- PAY STUB-COVERING THE MOST RECENT 30 DAY PERIOD
- MOST RECENT STATEMENT (ALL PAGES) FOR ANY AND ALL SAVINGS, CHECKING ACCOUNTS OR MUTUAL FUNDS AND IRA'SÂ
- NAME AND PHONE NUMBER OF HOMEOWNERS INSURANCE AGENT
- COMPLETE COPY OF BANKRUPTCY PAPERS INCLUDING DISCHARGE (IF APPLICABLE)
- DIVORCE DECREE AND SEPARATION AGREEMENT (IF APPLICABLE)
- LEASE AGREEMENTS ON RENTAL PROPERTIES (IF APPLICABLE)
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