What documentation do I need to provide?

What documentation do I need to provide?

Documents you will need to bring to your initial appointment:

  • Driver’s license and social security card
  • Copies of pay stubs for each applicant, reflecting a minimum of 30 days of income
  • Names/addresses of employers for the last two years
  • W-2s for the last two years
  • Copy of most recent tax return
  • Bank statements for the last three months
  • Proof of pension income, if applicable
  • Social Security and Disability payments, if applicable
  • Dividend earnings or bonus, if applicable
  • Child support or alimony payments (optional for you to disclose)
  • A copy of earnest money deposit
  • Information on debts such as car loans, student loans and credit cards
  • Security accounts (stocks, bonds, life insurance)
  • If self-employed: your year-to-date profit and loss statement, plus two years of bank statements and tax returns.
2018-02-12T07:53:51+00:00