Residential Loans

Required Documentation for Residential Loans

INCOME:
——Most recent two (2) years tax returns (all schedules)
————If not self-employed W2s will be sufficient
——Most recent pay-stubs (30-day time frame)

ASSETS:
——Most recent statements (totaling 60 days) of any and all asset accounts
——(Savings, checking, retirement, money market accounts, etc.)

IDENTIFICATION:
——Copy of Social Security Card
——Copy of Driver’s License

MISCELLANEOUS:
——If self-employed, a CPA letter will need to be provided, stating the borrower’s
——name, name of the company, and period of time borrower has been
——self-employed.