These are the items you will need:
- Photo ID – Driver’s License or Passport;
- Copy of your Social Security Card;
- W-2 forms – past 2 years;
- Tax Returns – past 2 years signed tax returns complete with all schedules;
- Pay stubs – past 30 days;
- Bank Statements – past two months statements, all pages.
- Other Assets (401(K), IRA, stocks, etc.) – most recent statement – all pages;
- Homeowner’s Insurance Agent – Name, Address, Phone, Fax, & E-Mail
- Credit Card Info – to order the Appraisal
- If Refinance – Mortgage Note, Deed, Taxes, Homeowner’s Insurance Declaration Page;
- If Currently Renting – Landlord’s name, address, & phone# for the past 2 years;
- If Social Security Income – Social Security Award Letter & copy of most recent Check;
- If you are a Veteran – DD214 & Certificate of Eligibility (COE).