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Loan Checklist

This is a brief list of standard documentation required on most loan applications. Certain situations may require additional documentation.
  • MOST RECENT 2 YEARS W-2 FORMS
  • MOST RECENT 2 YEARS INDIVIDUAL TAX RETURNS, INCLUDING ALL PAGES AND SCHEDULES;  If Self Employed, will need most recent 2 years business / corporate returns ( i.e., 1120's, K-1's, etc. )

  • PAY STUB-MOST RECENT MONTH

  • MOST RECENT 2 MONTHS BANK STATEMENTS (ALL PAGES) FOR BANK ACCOUNTS, MUTUAL FUNDS, IRA's, BROKERAGE ACCOUNTS, etc
   
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Webster, TX 77598

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