Loan Document

Checklist

**Each specific loan type may require different documents**

  • Copy of your driver’s license

  • Recent 2 years of Federal Taxes

  • Recent 2 years of W2’s if applicable

  • Self-employed, recent 2 years of corporate tax returns & K-1’s

  • If a contract employee, recent 2 years of 1099’s

  • 1 month of most recent paystubs

  • 2 months of your most recent bank statements from all accounts

  • If you own other homes, lease agreement for rental property, most current mortgage statement

  • If retired, Social security awards letter, annuity letters, pension letters

  • VA Loan - DD 214 Form with a Certificate of Eligibility (COE)