Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number

  • Current paystubs or, if self-employed, your tax returns for the past two years

  • Bank/Credit Union statements for the past two months

  • Investment account statements for the past two months

  • Life insurance policy

  • Retirement account statements for the past two months

  • VA Certificate of Eligibility (if a Veteran)

 

If you currently own real estate:

  • Deed

  • Mortgage account information

  • Homeowners insurance policy information

  • Home equity account information (if applicable)

  • Purchase contract (if applicable)

  • Separation agreement or divorce decree (if applicable)

  • Tax bills