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• Completed Uniform Residential Loan Application (Form 1003). We will meet with you to go over this and other paperwork at your convenience. • W2 forms for the past two years. • Pay stubs for the last thirty days. • Bank statements for the past two months (all pages). • IRA and/or 401K account statements (most recent month, all pages). • Stock/Bond portfolio statements (last two months, all pages). • If self-employed, your personal and corporate tax returns and W-2 forms for the past two years, K-1s, and a year-to-date profit and loss statement, if applicable. • If purchasing a home, a copy of your Purchase Contract, Legal Description, and Multiple Listing Information Sheet, if applicable. •
If refinancing your present home, copies of your most recent mortgage statement, your deed, your most recent Settlement
Statement (HUD I form) and survey.
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