Information Checklist

INCOME INFORMATION

• W-2 copies for the past two years
  
  
• Most recent full month's pay stubs
  
  
• Self-employed (personal, partnership or corporation)
  
  
• Signed Federal Income Tax forms for the past two years and W-2s
  
  
• Current year Profit and Loss Statement and Balance Sheet signed and Dated
  
  
• Award letters for any pension or Social Security income
  
  
• Copy of pension check's) -OR -
  
  
• Copy of last three months bank statement showing direct deposit of pension And/or Social Security payments

OTHER INFORMATION

• Checking and savings account bank statements for the past three months, Showing: Account numbers, Balances , Names and addresses of financial institutions
  
  
• Rental Landlord's name and address and Ph#
  
  
• Gift Letter -or -explanation of source of funds for closing
  
  
• If VA Loan, original Certificate of Eligibility and DD214
  
  
• If non-resident, copy of Certificate of Resident Alien Status (Green Card)

FOR PURCHASE

• Copy of executed agreement for purchase of new home
  
  
• Copy of cancelled check for deposit and down payment on property
  
  
• SellerŐs title policy (if possible)

FOR PURCHASE

• Copy of recorded warranty deed on property -OR - executed agreement for lot