• Last two years W-2’s
• Last two years personal tax returns (all schedules please)
• Last two years corporate tax returns (if self-employed)
• Thirty days current pay stubs
• Two months most current bank statemenets for all accounts (all pages)
• 401K and/or Retirement Statements (most current, all pages)
• Home Owners Insurance Agent name & number
• Copy of Mortgage Statement
• Copy of Mortgage Note
• Copy of Social Security Cards
• Copy of Permanent Resident Alien Cards (if applicable)
• Divorce Decree (if applicable)
• Child Support Order (if applicable)
• Bankruptcy Papers and Discharge Notice (if applicable)
• Rental Agreements for all properties owned (if applicable)

VA Loans

• Copy of DD214 (VA Loan)
• Certificate of Eligibility (VA Loan)

If Retired

• Social Security Award Letter
• Pension Award Letter
• Last two years I099s

Forms Required

• Borrower’s Authorization (enclosed)
• 4506T (enclosed)
• E-Sign Disclosure (enclosed)

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