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Documents
Needed

house purchase

Documents Needed for Your Mortgage Shop Loans

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Home Purchase Documents:

Most recent pay stubs covering a 1 month period.
Most recent Social Security Award letter (all pages if applicable)
Most recent Pension Award letter (all pages if applicable)
W2’s for the two most recent years
Federal tax returns for the two most recent years
Copy of Driver license and Social Security card
2 month most recent bank statement (all pages front and back please)
Most recent investment statement (Stocks, Bonds, Mutual funds, 401K etc.) All pages front and back please.



Home Refinance Documents:

Most recent pay stubs covering a 1 month period.
Most recent Social Security Award letter (all pages if applicable)
Most recent Pension Award letter (all pages if applicable)
W2’s for the two most recent years
Federal tax returns for the two most recent years
Copy of most recent mortgage statement. (Include statement for 2nd and 3rd Mortgages if applicable)
Copy of Home Owners Association statement (if applicable)
Copy of Home insurance Declaration Page (Page with agent contact information)
Copy of Driver license and Social Security card
2 month most recent bank statement (all pages front and back please)
Most recent investment statement (Stocks, Bonds, Mutual funds, 401K etc.) All pages front and back please.

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