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DOCUMENTATION CHECKLIST

Here is commonly requested information you should expect to provide when you apply for your home loan. You may be asked for additional documentation, depending on your situation.

  • Pay stubs – past 30 days’ pay stubs with year-to-date information for all jobs, for each borrower

  • W-2s – plus most recent two years’ tax returns and all 1099’s if applicable

  • Asset statements – most recent two months’ statements for any assets listed on the application, such as savings/checking/retirement accounts, 401k

  • Copy of driver’s license or government ID

  • Proof of homeowner’s insurance (declaration page) – agent name, phone number and proof of insurance

  • Copy of mortgage statements

  • All real estate agent and escrow information (purchase only)

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