Before you apply for a mortgage or pre-approval, you’ll need to round up a few forms. We’ve compiled a documentation checklist to make it easy, so nothing gets forgotten.
Pay stubs (past 30 days)
W-2s (2 years)
Proof of other income sources (bonuses, commissions, child support, alimony or separate maitenance, SS Income)
Account statements for checking, CDs, retirement, etc. (2 months)
Letters from anyone giving you a gift to use for a down payment
Court records (divorce decree, bankruptcy, foreclosure)
ID (driver’s license or passport) to verify identity personal and business federal tax returns
Leases for rental income
And with our digital resources, we may be able to take a few of these things off your plate (with just a little assistance from you).
Talk to a Mortgage Loan Officer to learn more about what will be needed when you apply for a mortgage.