Loan Checklist

What documents will be required to close a loan?

Documents required vary from loan to loan, but generally the following are required:

  • Most recent 2 years of W-2’s
  • Most recent 2 years of tax returns (all pages & schedules)Checklist
  • Most recent 30 days of pay check stubs which includes year to date income
  • Most recent 2 months of bank statements & most recent 401(k) retirement statement
  • Most recent 2 years residency and employment history
  • Driver’s License (and Work VISA or Green Card if applicable)
  • Purchase contract
  • Other pertinent items such as: Bankruptcy Papers, ┬áDivorce Decree, Marital Dissolution, and Parenting Plan
  • Name and phone number of your Home Owner’s Insurance Agent