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Income
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Current pay stubs covering the most recent 30 days
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Most recent two years individual federal “1040s” tax returns (complete with all schedules)
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W-2’s that match the wage income listed on the two tax returns
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Most Recent two years Business tax returns (Corp, Partnership, LLC. Etc; self employed only)
Assets
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Bank and Investment statements (all pages) covering the most recent two months
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Retirement account statements (all pages) for the most recent two months
Miscellaneous
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Copy of mortgage statement(s) for any currently financed properties
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Photo Identification (passport, driver’s license, Green Card)
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Copy of Deed (for refinance transactions)
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Current homeowners/hazard insurance policy (for refinance transactions)
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