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Checklist - Gather for Your Mortgage Application

Page 1

YourMortgageApplication

W-2Taxforms ‒ orbusinesstaxreturnsifyou'reself-employed ‒ forthelasttwoorthreeyearsforevery personsigningtheloan.

Atleastonepaystub foreachpersonsigningtheloan.

Accountnumbers ofallyourcreditcardsandtheamountsforanyoutstandingbalances.

Twotofourmonthsofbankorcreditunionstatements forbothcheckingandsavingsaccounts.

Lender,loannumber,andamountowed oninstallmentloans,suchasstudentloansandcarloans

Addresses whereyou'velivedforthelastfivetosevenyears,withnamesoflandlordsifappropriate.

Brokerageaccountstatements fortwotofourmonths,aswellasalistofanyothermajorassetsofvalue, suchasaboat,RV,orstocksorbondsnotheldinabrokerageaccount.

Yourmostrecent401(k) orotherretirementaccountstatement.

Documentationtoverifyadditionalincome, suchaschildsupportorapension.

THETRANSACTION | BUYER CHECKLIST
Phone: Fax: ProducedwithzipForm®byzipLogix18070FifteenMileRoad,Fraser,Michigan48026 www.zipLogix.com Coldwell Banker Realty, 126 Clock Tower Place., Ste 100 Carmel, CA 93923 (831) 224-2384 (831) 920-0507 Untitled Robin Stelle

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