LOANS

Mortgage Checklist

What You'll Need...

Purchasing: 

Refinancing: 

Home Equity Line of Credit: 

• Copy of one current pay stub, per borrower, reflecting current and year to date earnings
• Copy of 2 years W-2 forms
• Copies of account statements for last 1 month (bank, savings, retirement, investment) 
• Final real estate sales contract (signed by both parties) 
• Copy of most recent 2 years tax returns (if self-employed, Missionary, or using 1099, K1, or Social Security income) 

• Copy of one current pay stub, per borrower, reflecting current and year to date earnings
• Copy of 2 years W-2 forms
• A copy of your real estate taxes statement (must show assessed value) 
• A copy of your homeowner's insurance policies declaration page (must show coverage of dwelling) 
• A copy of your most recent mortgage statement
• Copy of Trust if property is in a trust 
• Copy of most recent 2 years tax returns (if self-employed, Missionary, or using 1099, K1, or Social Security income) 

• Copy of one current pay stub, per borrower, reflecting current and year to date earnings
• A copy of your most recent mortgage statement
• A copy of your homeowner's insurance policies declaration page (must show coverage of dwelling) 
• Copy of Trust is property is in a Trust 
• Copy of most recent 2 years tax returns (if self-employed, Missionary, or using 1099, K1, or Social Security income