Required Documents

taxforms
We need the following documents to process and approve your mortgage loan:
  • 2014 & 2013 Federal Tax Returns
  • 2014 & 2013 W-2’s
  • 2 Recent Pay Stubs, one full month
  • 2 Recent Statements from Checking and Savings
  • Recent Statements from assets, 401K, Stocks, Mutual Funds, etc.
  • Copy of Settlement Statement from last closing
  • Recent Statement from current Mortgage holder
  • Home Owners Insurance, name, phone number, annual premium
  • Closing papers from last closing, mortgage notes from current loan(s)
  • Most current tax bill