Everyone

  • Paystubs (covering most recent 1 consecutive month of pay)
  • W2s from all employers (for the most recent 2 years)
  • Bank Statements (covering most recent 2 consecutive months, including all pages…even if blank or cleared checks)
  • Retirement Account Statements (covering most recent 2 consecutive months or 1 quarterly statement, including all pages…even if blank)
  • Valide Drivers License

If Divorced or Separated

  • Divorce Decree
  • Separation Agreement

If Self-Employed

  • Federal Income Tax Returns with all schedules for both personal and business (most recent 2 consecutive years)
  • Current Year-to-Date Profit and Loss Statement

Veterans Loans

  • DD 214 or Statement of Service
  • Certificate of Eligibility (your mortgage advisor can also retrieve this on your behalf from the VA)