Income

• Current pay stubs covering the most recent 30 days
• Most recent two years individual federal “1040s”  tax returns (complete with all schedules)
• W-2’s that match the wage income listed on the two tax returns
• Most Recent two years Business tax returns (Corp, Partnership, LLC. Etc; self employed only)

Assets

• Bank and Investment statements (all pages) covering the most recent two months
• Retirement account statements (all pages) for the most recent two months

Miscellaneous

• Copy of mortgage statement(s) for any currently financed properties
• Photo Identification (passport, driver’s license, Green Card)
• Copy of Deed (for refinance transactions)
• Current homeowners/hazard insurance policy (for refinance transactions)