Home Loan Workbook

Income • 30 days paystubs • 2 years taxes (all pages and schedules) • 2 years business taxes all pages and schedules (if applicable) • 2 years w-2s and/k-1s/1099s (if applicable) • 1 months recent paystubs • Social security or pension award letter (if applicable) Assets • 2 months bank statements (all pages) • Current asset statement (401k/IRA/mutual funds/etc) Other • Drivers license • Declaration page for home owners insurance (or name and number of agent) • Recent mortgage statement for all currently owned properties • Copy of earnest money • Agent contact info • Copy of signed contract Down the Road • Homeowners insurance agent name and number • Canceled earnest money check DOCUMENTS THAT MAY BE NEEDED TO PROCESS YOUR LOAN


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