Loan Approval Required Documents

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• MINIMUM REQUIRED DOCUMENTS FOR LOAN PRE-APPROVAL
• Paystubs past 30 days
• W2's for 2021 and 2022
• if self-employed, 1099's with Schedule C for tax years 2021 and 2022.

Income:

• Any additional income-Most recent 30 days
• Social Security Benefits award letter. (if applicable). Pension Plans and/or Annuities (please include monthly plan disbursement amount, if applicable).

Assets:

• Bank Statements-Most recent 60 days. (All pages even if blank)
• Retirement accounts, CD’s, or Money Market accounts (please send most recent quarterly report, if applicable).

 
Tax Returns

• Income Tax Return-Last 2 years, All pages, Last 2 years W2's and or 1099's
• All pages for Schedule C if self-employed with 1099’s.
• Corporate tax returns. (any questions please call me)
   

Identification:

• Color Copies Driver’s License and Social Security card for all applicants
• If applicable color copies of Permanent Resident card front and back.

Additional:

• If current homeowner please supply current home loan mortgage statements, HOA statements and property insurance statements.