Items You Need to Bring for Your Appointment

Please bring the following items with you when we meet:

1. One month’s most recent pay stubs for all applicants.
2. Three month’s most recent account statements (with ALL pages) for all assets (checking, savings, IRA, 401k, etc…)
3. Most recent 2 years complete federal tax returns including all schedules and W-2’s.
4. Any legal documents that affect your current situation: bankruptcies, divorce decrees, collections, charge-offs, judgements, tax liens, etc…
5. Current photo ID’s (drivers license, resident alien card, etc…) and Social Security Card.
6. Past 2 years history of where you have worked and lived with contact phone numbers.

If refinancing, also bring…

1. Most recent real estate property tax statement.
2. Most recent home-owners insurance statement.
3. Most recent mortgage statement(s).