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Mortgage Checklist

Documentation To Gather

  • 1 form of Government Issued ID (Patriot Act Requirement)
  • W-2’s and/or 1099's from the last 2 years
  • Paystubs from the last 30 days
  • Tax Returns from the last 2 years - ALL PAGES
  • Self Employed/Business Interest - 1120 and/or K1's if applicable
  • Bank/Asset Statements from last 2 months - ALL PAGES
  • Retirement statements, including terms of withdrawal - ALL PAGES
  • Homeowners Insurance, including agent contact information and quote
  • Rental Properties: mortgage statements, homeowners insurance, HOA statements and lease agreements if applicable
  • Bankruptcy Papers: all schedules and discharge papers if applicable
  • Divorce Decree: certified copy or signed copy by the court if applicable
  • Child Support Order: 3 months evidence of receipt required if applicable
  • For refinances, your most recent mortgage statement
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