Income
-Most recent 30 days paystubs
-Last 2 years W2's
-Last 2 years personal tax returns (all pages and schedules)
- If receiving social security or pension, most recent awards letter and 1099
-If self employed, last 2 years business returns all pages and schedules, year to date profit and loss
Assets
-Most recent 2 bank statements all pages
-If self employed, most recent 3 buisness bank statements all pages
-Most recent 2 statement (or last quarterly statement) for brokerage and or retirement accounts
Property
-Most recent mortgage statement (all properties)
-Most recent tax bill (all properties)
-Homeowners insurance policy (all properties)
-Forbearance agreement if applicable
Other
-Copy of ID (license , passport, etc)
-Fully executed sales contact for purchase transactions only
-Most recent HOA statement
-DD214 and certificate of eligibility (VA loans only)
-Copy of divorce decree and property settlement agreement
-Bankruptcy discharge
-Information on adverse credit such as judgements, collections,etc