The following information is usually required during the loan process:

• Your Social Security number

• Current paystubs or, if self-employed, your tax returns for the past two years

• Bank/Credit Union statements for the past two months

• Investment account statements for the past two months

• Life insurance policy

• Retirement account statements for the past two months

• VA Certificate of Eligibility (if a Veteran)

 

If you currently own real estate:

• Deed

• Mortgage account information

• Homeowners insurance policy information

• Home equity account information (if applicable)

• Purchase contract (if applicable)

• Separation agreement or divorce decree (if applicable)

• Tax bills