Documents Needed


  • Pay-stubs for most recent 30 days (showing YTD earnings)
  • W-2 and 1099 statements for past 2 years
  • Personal tax returns for the past 2 years – with all schedules (1040’s all pages)
  • Most Recent 2 months Bank Statements {All Pages, even if blank}
  • Most Recent 2 months or quarterly 401k, IRA and/or other retirement accounts- If using for down payment- we will need terms of withdrawal

If Applicable

  • Copy of all current mortgage statements (All properties owned)
  • Certificate of Eligibility or DD214 (VA Only)
  • If Disability-Most current benefits award letter or SSA 1099