PROOF OF INCOME:
- W-2’S FOR THE LAST TWO TAX YEARS
- PAYCHECK STUBS COVERING THE LAST 30-DAYS
- IF ANY OF THE FOLLOWING APPLY, YOU WILL NEED TO PROVIDE PERSONAL TAX RETURNS:
- You earned substantial dividend or interest income
- You are self-employed
- You received monthly child support
- You received commission income
- You own rental property
- You received monthly Social Security checks
INFORMATION FOR LIABILITIES:
- NAME, ADDRESS, ACCOUNT NUMBERS, PAYMENT AMOUNT AND BALANCES FOR:
- All credit cards that you still owe on Loans that you are still making payments on (auto loans, furniture loans, consolidation loans, student loans, etc.)
PROOF OF ASSETS:
- STATEMENT FOR THE LAST THREE MONTHS FOR:
- All checking and/or savings accounts
- Money market accounts and/or certificates
- Mutual funds and/or stock ownership
- Brokerage accounts
- 401 (k) plans and/or employee savings plans
- IRAs and/or retirement plan accounts
DOCUMENTS FOR NEW HOME:
- COPY OF THE SIGNED SALES CONTRACT WITH ALL ATTACHMENTS/ADDENDUMS FOR THE HOME YOU ARE
PURCHASING (realtor can provide) - COPY OF THE MULTIPLE LISTING SHEET OR TAX BILL (realtor can provide)
ALSO REMEMBER:
- IF YOU ARE SELLING YOUR PRESENT HOME, PLEASE PROVIDE A COPY OF THE SALES CONTRACT OR LISTING AGREEMENT
- IF YOU ARE DIVORCED, YOU WILL ALSO NEED:
- Copy of the divorce decree
- Subsequent court orders
- Property settlement
- Child support information, if applicable