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Mortgage Checklist The following information is usually required during the loan process: If you currently own Real Estate:

Your Social Security number

Most recent 30 day pay stubs

Signed tax returns for past two years with all schedules & K-1s (if self-employed)

Past two years W-2s

Social Security Award Letter

Pension Award Letter

Picture of ID

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

Life insurance policy

Retirement account statements for the past two months

Mortgage account information

Home insurance policy information

Home equity account information (if applicable)

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