Mortgage Checklist

The following information is usually required during the loan process:

In General...

• Your Social Security number

• Current pay stubs and most current W-2(s) 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

• Copy of purchase agreement (purchase transactions only)

• Copy of earnest money check (purchase transactions only)

• Name and phone number of Realtor (purchase transactions only)

• Home insurance policy information with name and number of insurance agent

Consider the following:

• Do you wish to escrow for real estate taxes and homeowners insurance?

• Do you wish to set up an automatic payment for your mortgage?