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Document Checklist

Documents Needed:

  • W2 (most recent 2 years)
  • 1040 Tax returns (most recent 2 years) 
  • 2 months most recent bank Statements all pages (even if blank or an advertisement)
  • 30 days of Most Recent paystubs
  • Color copy of current driver’s license or state issued ID
  • Copies of your most recent mortgage statements, insurance binder, tax bill and proof of HOA payment for any homes you’re not selling

Depending on your circumstances, you may also need:

  • Most recent 401K Statement (if using 401K funds)
  • Gift letter signed by donor, donor’s 30day statement showing gift funds withdrawn, copy of the check, copy of your statement to see the gift funds deposited (if receiving a gift)
  • Pension award letters
  • Military discharge paperwork (DD214)
  • Divorce, child support, or alimony decrees
  • Copies of leases on any investment real estate you may own