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FINANCIAL DOCUMENTS NEEDED

For all mortgage applications you will need the following documents: 

 

  • Copies of W2 forms from the previous two years
  • Copies of completed personal federal tax returns from the previous two years (all schedules required)
  • Copies of completed business federal tax returns from the previous two years (all schedules required) if applicable
  • Copies of pay stubs for the last 30 days
  • Copies of two months most recent bank statements (all pages required)
  • Copy of most recent mortgage statement and second mortgage if applicable
  • Copy of homeowners insurance declarations page (copy of master policy if property is a condominium or townhome)
  • Copy of full Trust agreement if property is in a Land or Living Trust 

Additional requirements for new purchases 

  • Copy of fully executed contract with riders or addendums
  • Copy of canceled earnest money check (front and back) or signed verification of earnest money form
  • Prior to closing, the Bank will need proof of homeowners insurance policy and paid receipt 

 

 

 

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