Needs List

The following is intended to be a list of items that you’ll need for your mortgage application:

  • Pay Stubs: Covering a recent 30 day period of time
  • W-2’s: Covering the last 2 calendar years
  • Federal Tax Returns: Covering the last 2 years with all respective schedules covering personal & business if applicable
  • Bank/Asset statements covering the last full 60 day full calendar months. Statements must include the depoisitory name, customer name and address. Must have all pages
  • Social Security award letters & pension statements
  • Employer Information, human resources contact & phone number, employer address
  • Homeowners Insurance information for existing property and tax bills
  • Copy of drivers license & Social Security card
  • Copy of court order for child support if applicable
  • Copy of divorce decree if applicable