Application Checklist

Application Checklist

APPLICANT CHECK LIST

This is a list of items needed from you. It may seem like a lot but having all of this in the beginning will make everything go much smoother!

We cannot accept any pictures of documents unless sent through the CamScanner app.

  • Clear copy of your Driver’s License
  • If you are not a U.S. citizen: copy of U.S. Green Card or other official documentation
  • Two or more current, consecutive pay stubs; to equal one full month of pay
  • 2016 and 2017 W-2s and/or 1099s
  • 2016 and 2017 complete Personal Tax Returns with all schedules (and if applicable, complete Business Tax Returns with all schedules)
  • If retired, copy of your Social Security Awards letter, 1099’s, and/or Pension Statements
  • Two most recent months Bank Statements on all accounts, including all pages (for example 1 of 2, 2 of 2) and pages intentionally left blank by your institution
  • Documentation of any large deposits (with copies of cancelled checks)
  • Current statement for any investment accounts; 401K’s (with terms of withdraw), stocks, bonds and/or IRA accounts
  • Current Mortgage Statement and Insurance Declaration page with yearly premium amount (if applicable)
  • Copy of statements for HOA Dues on all properties currently owned (if applicable)
  • If you are selling your present residence, supply a copy of the signed contract
  • Complete copy of your Divorce Decree, the Final Judgment, and Marital Settlement Agreement (if applicable)
  • Copy of Bankruptcy Papers, including Evidence of Discharge (if applicable)
  • If applying for a VA loan while on active duty: Statement of Service Letter and Certificate of Eligibility
  • If applying for a VA loan and not on active duty: copy of DD214 and Certificate of Eligibility
  • For refinances: Copy of the Survey, Homeowner’s Insurance, Owners Title Policy, and Flood Insurance
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