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Required Documentation

  • 2 Years Personal Tax Returns (all pages)

  • 2 Years W2's and/or 1099's

  • 30 Days Pay Stubs (w/ year-to-date income)

  • 2 Months Checking/Savings Account Statements (all pages)

  • Recent Statements for All Additional Savings Accounts (401K, IRA, etc.)

  • Copy of Driver's License(s)

  • Evidence of Other Income (alimony, child-support, social-security award letters, pension, etc.)

  • Copy of Divorce Decree (if applicable)

  • Copy of Bankruptcy Discharge (if applicable)

  • Current Mortgage Statements for All Real Estate Owned (if applicable)

  • Homeowner's Insurance Declaration Pages for All Properties (if applicable)

  • Recent HOA Statements for All Real Estate Owned (if applicable)


If Refinance:

  • Copy of Current Mortgage Statement

  • Recent HOA Statement (if condo or PUD)

  • Homeowner's Insurance Declarations Page



If Purchase

  • Executed Purchase Agreement (if offer accepted)

  • Name and Contact Info of Agent


If VA Loan

  • Copy of your DD214 (if separated from the military)

  • Completed Request for COE form 26-1880

  • Statement of service from your commanding officer if you are active duty

  • Your Certificate of Eligibility (COE). Your loan officer can help you get this really quickly.

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