Items needed for the Mortgage Application
- Most recent 2 years W2s
- Most recent 2 years Federal Tax Returns
- Most recent paystubs (usually 4 if paid weekly or 2 if paid bi-weekly)
- Most recent 2 months’ bank statements – all pages, must include name and all accountinformation (any large deposits must be sourced)
- Most recent 2 months’ retirement account and investment account statements – all pages,must include name and all account information
- Copy of Driver’s License(s)
Also required when applicable,
- Divorce Decree/Separation Agreement/Child Support Order
- 2 Years K1s or Business Tax Returns
- Mortgage statements/Tax and Insurance Bills for all other properties owned
- Student loan documentation (showing terms and monthly payments)
- Proper Documentation for Permanent Resident Aliens or Work Visa