Common Documentation Needed

Standard Items Needed

Income

  • Most Recent 30 Days of Pay Stubs
  • Most Recent 2 Years W2s (all employers)
  • Most Recent 2 Year Tax Returns (all pages)

Assets

  • Most Recent 2 Months of Bank Statements (all pages) – If not imported online
  • Retirement Account Statement
  • Investment Account Statement

Other

  • Driver’s License or Photo ID

Refinance

  • Current Mortgage Statement

Self-Employed

  • Year to Date Profit and Loss Statement
  • Most Recent 2 Years of Business Returns (if own more than 25%)
  • Most Recent 2 Years of K1s or 1099s

Multiple Properties Owned

  • Rental Agreements
  • Mortgage Statement For Each Property
  • Property Tax Statements
  • Home Insurance Summary Page
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Case By Case

  • Child Support, Divorce and/or Seperation Agreement
  • Proof of Gift Funds
  • Social Security/Pension Award Letters
  • Permanent Resident Card or H1B Visa

Veterans

  • VA Proof of Service
  • DD214

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