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

• Make and model of vehicles you own and their resale value

• 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)