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