• W2 tax forms – most recent two years
• 1040 tax forms – most recent two years (all schedules, please sign the second page of the tax return if it is a copy)
• Current pay stubs from the last 30 days
• 2 months of bank statements (all pages)
• Most recent copy of 401K or IRA statement
• Copy of the HUD settlement statement and the Note from the most recent refinance/purchase
• Current mortgage statement
• Copy of the homeowners insurance declaration page or the agent’s name and phone number
• Copy of your driver’s license and Social Security card (The copy needs to be clear enough to read the numbers on the page)
• If you’re a business owner also include:
  • K1 tax form – most recent 2 years
  • Business tax returns – most recent 2 years

Click here to download a copy of our checklist.