For Informational Purposes Only

This is a summary of the documentation you may need to provide after you've received your loan estimate.

Identity

• State ID or Driver's License or Passport, etc

• Social Security Card (FHA Loans Only)

Income

• Pay stubs for most recent 30 days

• W-2/1099 statements for most recent 2 years

• Federal Tax Returns for most recent two years

• Self Employed: Federal Business Returns for most recent 2 years

Assets Statements

• Checking, Savings, Investment & Retirement Accounts for most recent 60 days

Purchase Only

• Sales Contract on the new home

• Your Real Estate Agent Contact Information

• Seller's Real Estate Agent Contact Information

• Attorney Contact Information (Yourself and seller if applicable)

Refinance Only

• Current Mortgage Statements

• Copy of your current Note

• Most recent Property Tax Bill

• Homeowner's Insurance Declaration Page including your agent's name and phone number

If Applicable

• Sales Contract on current home recently being sold

• HUD 1/Closing Disclosure on any recently sold home

• Divorce decree and property settlement agreement

• Condo/Townhome association by-laws and contact information

• Persons name who is not on the mortgage application but will be on title

• Trust documents for a property held in trust