Click on the black box to
mark an item completed.
Then, print out this page to easily see what information you still need to gather.
![]() |
Last 2 year's W-2's and/or 1009's. |
![]() |
Form 1040 - federal income tax return. |
![]() |
Your 2 most recent paystubs. |
![]() |
3 months Bank statements, with all pages for all accounts (checking, savings, money market, 401k, etc). |
![]() |
A copy of your most recent mortgage statement (if refinancing). |
![]() |
A copy of the purchase contract (if applicable). |
![]() |
IF SELF-EMPLOYED: |
![]() |
IF YOU'RE PART OF A CORPORATION OR PARTNERSHIP: |
Depending on your individual situation, the following documents may also be required:
If you receive a Social Security
pension or annuity: |
|
If you own other real estate: |
|
If you receive alimony or child support: |
|
If you pay alimony or child support: |
|
If you currently pay rent: |
|
If you have declared bankruptcy within the last seven years: |