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Legal description of property |
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A copy of the Agreement to Sell and Purchase Property |
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Address of employers |
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Previous landlord's name and address (if you have lived at that location less than 24 months) |
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Previous employer's name and address (if you have been employed by present employer for less than two years) |
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All checking account numbers |
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All savings account numbers |
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All money market account numbers |
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Most recent brokerage house statement of investments |
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Loan numbers for all loans - bring name and address of lender |
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Monthly payments on real estate debt |
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Credit card account numbers, balance, and monthly payments |
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Copy of divorce/separation papers (if applicable) |
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Two year Profit & Loss Statement if self-employed |
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Year-to-date Profit & Loss Statement if self-employed |
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Two year's tax returns if self-employed or of 5% of more of your income is derived from investments |
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W-2 and current pay stub |
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Driver's License |
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Please note if you have accounts or loans from out-of-state depositories and businesses you must provide names, addresses, and zip codes. |
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