Mortgage Checklist

When you choose to obtain a loan from us, the following supporting information may be requested by your mortgage specialist during the loan application process.   Note, this is not a complete list, as other information may be requested based on the loan product you select and your individual needs.

• Your Social Security Number
• Current pay stubs or, if self-employed, your tax returns for the past two years
• Bank statements for the past two months
• Investment account statements for the past two months
• Retirement account statements for the past two months

If you currently own Real Estate:

• Mortgage account information
• Home equity account information (if applicable)