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