Documents Needed For Processing

The following are some documents we will need to process your file. Having these to us as early as possible, is a good way for you to get the processing step over as quickly as possible. The list is not all inclusive though, and we may need items not listed, but generally these items will be needed on all loans that they are applicable to.

Last 4 Weeks of Pay Stubs (If Self-Employed: YTD Profit & Loss) or current paystub w/ YTD earnings

Last 2 Years of W2’s (If Commission Based: Last 2 Years Federal Tax Returns) (If Self-Employed: Last 2 Years Personal & Business Federal Tax Returns)

Employer Information (Name, Address, Telephone #, Your Title & Start Date)

Last 2 Months of Bank Statements All Pages (Checking, Savings, Investments & Retirement)

Addresses of Last 2 Years Residence (If Rented: Last 12 Months of Canceled Checks or Landlord Info)

If Purchase: Fully Executed Sales Contract & Copy of Deposit Check

Real Estate Company & Agents Information For Both Parties (Name, Address, Telephone # & Fax #)

Only If Refinancing Copies of Deed, Title, Survey, Taxes & Insurance (Last Statements of Mortgages & Liabilities to be paid off)

Only If Applicable Copies of Bankruptcy Papers & Discharge, Divorce Decree, Proof of Alimony & Child Support

VA Buyers (Original Certificate of Eligibility of DD214)

Retirees proof of Social Security Benefits, Annuities, Dividends & Pensions

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