Check List for Information Needed to Process an Application |
| ______ |
Name, date of birth, social security number and driver's license of all borrowers. |
| ______ |
If purchase, accepted purchase agreement, addendums, disclosures and copy of listing sheet. |
| ______ |
COMPLETE LEGAL DESCRIPTION OF PROPERTY. |
| ______ |
If refinance, copy of tax bill and copies of all insurance policies (i.e. Homeowners, Flood). |
| ______ |
Past 2 years history of employment with addresses and length of time on the job. |
| ______ |
Last 30 days pay stubs and past 2 years W-2 forms. |
| ______ |
Self-employed: last 2 years federal tax returns including all schedules and Profit and Loss statement for the current year. |
| ______ |
Verification of other income to be considered for qualification: Social Security, child support, retirement, etc. |
| ______ |
Rental income: copy of leases and previous 2 years federal tax returns, including Schedule E's. |
| ______ |
Checking & savings accounts, etc.: most recent statements covering the last 2 months. |
| ______ |
Approximate value of household goods. |
| ______ |
Make, model and value of automobiles, boats, etc. |
| ______ |
Stocks, bonds, mutual funds, IRA's, 401K, Profit sharing accounts: most recent statements covering the last 2 months. |
| ______ |
Life Insurance-amount of coverage and approximate cash value: copy of most recent statement. |
| ______ |
Addresses of all real estate owned. |
| ______ |
Name, address, monthly payment, balance & account number of all creditors: i.e. auto loans, personal loans, real estate loans and credit cards. |
| ______ |
Landlord information: Name and address of all landlords for past 2 years, and last 12 months cancelled rent checks. |
| |
IF APPLICABLE: |
| ______ |
Bankruptcy: Bankruptcy discharge and schedule of creditors. |
| ______ |
Divorce decree and Settlement Agreement. |
| ______ |
Child Support: Amount of child support being paid and Court Order to verify. |
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