The MORTGAGE CHECKLIST includes
most of the information that you
and any coborrower
will need to supply.
Social Security Number
• Most recent pay
stubs that show year-to-date earnings for a
one month timeframe.
W-2 Tax Forms
• Original copies
sent to you by the Internal Revenue Service
for the past two years.
• Names, addresses,
and telephone numbers of employers for the past
• Account numbers
and current balances of checking, savings, and
any other accounts.
• All pages
of account information for the past 2 months.
• Individual Retirement
Accounts (IRAs), CDs, stocks, bonds, etc.
• Value of property
that can include life insurance, retirement
• If you own a
home: the property address, current market value,
mortgage lender name, account number, current
monthly mortgage payment and outstanding mortgage
balance. It is best if you can provide a recent
• If you're renting:
Bring the property address, name and address
landlord, current monthly rent, and previous
address/landlords if you've lived in your current
address for less than two years.
• A signed copy
and any amendments, a copy of the listing form
property, the legal description of the property,
and receipts for or down payment deposits.