Mortgage Checklist

The following information is usually required during the loan process:

• Your Social Security number
• Current pay stubs or, if self employed, your tax returns for the past two years
• Bank statements for the past two months
• Investment account statements for the past two months
• Life insurance policy
• Retirement account statements for the past two months
• Credit card account information
• Auto loan account information
• Personal loan account information

If you currently own Real Estate:

• Mortgage account information
• Home insurance policy information
• Home equity account information (if applicable)