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q Two recent paystubs
(covering a 30 day period)
q Past two years W-2s
or 1099s (wage earners)
q Past two years 1040
Federal Tax Returns with all schedules (self-employed or
commissioned)
q Past two months
bank statements (checking and
savings)
q Past two months
statements for all investment
accounts
q Past two months
statements for all retirement and 401K
accounts
q Names and addresses
of all employer(s) for the past two
years
q Residence addresses
for the past two years
(if renting,
please include all Landlord names, addresses, and phone
numbers)
q Address, mortgage,
tax, and insurance info. for all other real estate
owned
q Name and phone
number of homeowner’s insurance
agent
or a copy of
homeowner’s insurance Declaration
Page
Other Items
As May Be Required:
q Homeowner Association
contact information (condos, PUDs, and
townhomes)
q Divorce Decree or Legal
Separation (if applicable)
q Bankruptcy
Discharge (if applicable)
q Gift
Letter (for gifts of equity or gift
funds)
q HUD-1 Settlement
Statement on property recently
sold
q Certificate of
Eligibility or DD214 (for VA loans only)
q 12-months or 24-months
bank statements (for qualifying alternative doc.
programs)
q Real Estate Agent
contact information or Purchase Agreement (for all new
purchases)
For a
printable version of this handy reminder, please click here.
Call us
at (763) 398-5565
today!
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ScottSecor.com
