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Loan Checklist

Loan Checklist

Documents Needed For The Application Of Your Loan Print out the list below to help keep track of what you need.
  • W-2 Forms for the previous two years
  • Pay Stub - for most recent one month’s earnings
  • Most recent statements for bank accounts, mutual funds, and retirement accounts -all pages
  • Personal tax returns for the previous two years -all pages
  • Corporate or Partnership tax returns for previous two years -if you are self employed
  • Driver's license and social security card
if applicable
  • Complete copy of bankruptcy papers including discharge list.
  • Divorce decree and/or separation agreement
  • Veteran - Certificate of Eligibility and DD214