□ W-2s or 1040 Federal Tax Returns for the previous two years.

□ Most recent pay stub within the last 30 days.

□ Most recent bank statements  i.e. checking, savings (please include all pages, for example if statement states 1 of 4 pages, please send all 4 pages.

□ Most recent statement for investment or retirement accounts (all pages

□ Current mortgage and/or home equity loan statement.

□ Copy of driver’s license for all borrowers.

□ Homeowners Insurance Policy.

□ Most recent winter and summer property tax statements.

□ Social Security Awards Letter.

If Applicable

□ If you are self-employed: Provide accountant’s name & phone number in order to obtain/or bring 1040’s for the past two years (including all statements), 1120 Corporate Tax Returns for the past two years, year to date profit/loss statement and balance sheet.

□ If you have rental income, copy of current leases and a schedule of real estate owned.

□ If you have a vacation property, copy of mortgage statement, property tax statement, homeowners insurance statement.

□ If applicable, copy of divorce decree.