Mortgage Checklist

The following information is usually required during the loan process.

• Your Social Security Number

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

• Bank statements for the past two months

• Homeowners insurance policy

May also be required: 

• Investment account statements for the past two months

• Retirement account statements for the past two months

• Credit card account information

• Auto loan account information

• Personal loan account information

If you currently own Real Estate:

• Mortgage account information

• Home insurance policy information

• Home equity account information (if applicable)