Checklists

  1. Pay Stub
  2. W-2 Forms
  3. Statement (All Pages) for Banks, Mutual Funds and IRAs
  4. Federal Tax Returns
  5. Account Information for all home mortgage loans
  6. Account Information for all auto, personal and credit card loans
  7. Statements for 401k or Retirement Funds
  8. Homeowner's Insurance Policy & County property tax form
  9. Name and Phone Number of Insurance Agent
  10. Bankruptcy Papers
  11. Divorce Decree and Separation Agreement
  12. Lease Agreements on Rental Properities
  13. Proof of Child Support
  14. Letter of Explanation for gap in employment
  15. Veteran - Certificate of Eligibility and DD214
  16. If you own rental property: copies of rental agreements