Document Checklist

Income Verification

• W-2 forms for the past two years
• Pay stubs for the last 30 days
• Federal tax returns (1040s) for the past two years
• Year-to-date profit and loss statement (if self-employed)
• 1099 forms (if applicable)

Assets

• Bank statements for the past two months (all pages)
• Investment account statements (401k, IRAs, stocks)
• Gift letter (if receiving funds from a relative)
• Proof of earnest money deposit

Personal Information

• Copy of valid driver's license or ID
• Social Security Card
• Resident alien card (if applicable)
• Divorce decree or court orders (if applicable)

Property Details (If already chosen)

• Purchase agreement signed by all parties
• Contact info for your real estate agent
• Homeowners insurance agent contact info