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Income Information
- W-2 forms (last two years)
- Tax returns (last two years)
- Pay stubs (last 30 days)
- Year-to-date income statements (if self-employed)
Fund Sources
- Most recent bank statements for checking and savings accounts
- Proof of a gift (if applicable)
- Latest statements for 401(k), IRAs, CDs
- Latest statements for all stocks and bonds
- Rental property information
Credit Obligations
- Statements for home, car, credit cards and other installment loans
- Receipts for loans paid off in last 60 days
Other Information
- Copy of purchase agreement for the home you are buying
- For condominiums, the name and address of a contact at the Homeowners’ Association
- For VA applicants, your certificate of eligibility or DD214