Mortgage Checklist

Income Documents

  Recent pay-stubs covering one month

  W2 forms for the previous two years

  If you are self-employed, receive commission income or own rental property, include most recent two years tax returns with all schedules

Assets

  Most recent savings and checking bank statements covering a two-month period

  Recent statement of your 401(k) savings plans, IRA’s, CD accounts, investment portfolio, money market accounts.

Subject Property-Refinance

 Copy of homeowner’s insurance with the name and phone number of your insurance agent.

 Copy of most recent mortgage statement

 Copy of association dues statement or payment coupon

Subject Property-Purchase

   Copy of fully executed sales contract

   Attorney information