Personal & Employment Information

​  Your social security number.

 

​  Names and addresses of all employers for the previous

 two years.

 

​  Employer(s) fax number(s) OR email address for verification

 of employment.

 

​  W-2s from previous two years and most recent pay stub(s) for the

previous 30 days, showing year-to-date earnings.

 

​  Previous two years of federal tax returns.

 

​  If self-employed, provide previous two years of business

 returns, year-to-date profit-loss statement.

 

​  If receiving pension, social security or other fixed income, provide a

copy of the award letter.

 

​  Court ordered documentation verifying child support  income

and/or alimony income.

 

Alimony, child support, and other maintenance payments need not be included if you do not wish to rely on them to obtain your mortgage loan.

 

Assets

 

​  Most recent bank statements on all deposit accounts for 3 months

period. Statements MUST include names and account number(s).

 

​  Most recent quarterly statements showing all stocks, bonds, and

other securities showing current market value and account numbers.

 

​  Other real estate you own: include addresses, current market value,

current balance, annual taxes, insurance, plus leases.

If your current home is pending sale, please provide a copy of the sales agreement. If your home is already sold, please provide verification of the settlement statement.

 

Purchase Information

 

​  Sales contract or accepted purchase offer with any amendment(s)

 or counteroffer(s) signed by all parties.

 

​  Proof of cleared down payment check, if applicable.