Please Include the following documentation:
1. Last two years tax returns signed with all schedules attached
2. Last two years W-2's and/or 1099's
3. Last two pay stubs
Assets-for this section please include: Name, address account # and account balance; include copies of last three months statements
1. Checking accounts
2. Savings Accounts
3. Stocks or Bonds owned ( Company name/number & description)
4. 401k, IRA, Keogh and Pension plans ( Company name/number & description)
Liabilities-for this section please include: Name, address account # and account balance
1. Mortgages, Loans & Credit Cards
If you are Self-Employed or have a 25% or greater interest in a corporation or a partnership please include the following documents.
1. Last two years business tax returns
If you are refinancing please include:
1. Last twelve months canceled mortgage checks, front and back or a Mortgage statement with escrow analysis or paid tax and insurance bills for the current year.
2. Copy of your Deed.
If you are purchasing please include:
1. Copy of the signed Agreement of Sale