The following information is usually required during the loan process:
- Your Social Security Number
- Pay stubs covering the last 30 days
- 2 Years Tax Returns (all schedules) and W-2s.
- Most recent retirement statement (if applicable)
- Bank statements for the past two months
- Most recent Investment account statement
- Driver’s License or other valid identification (copy)
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If you currently own Real Estate or are Purchasing a Home :
- Mortgage account information and most recent mortgage statement
- Home insurance policy information
- Home equity account information (if applicable)
- Purchase and sale agreement