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BORROWER'S CHECKLIST

The following information is usually required during the loan process:

  • 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).

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