Mortgage Checklist

The following information is usually required during the loan process:
 

 

• Your Social Security number
   
• Current pay stubs
   
• Past 2 years W-2s
   
• Tax returns for the past two years
   
• Bank statements for the past two months
       
• Investment account statements for the past two months
   
• Retirement account statements for the past two months
   
• Mortgage account information
   
• Home insurance policy information
   
• Home equity account information (if applicable)