Mortgage Checklist

INCOME
Last 2 years of tax returns

(Wage-earners)
Last 30 days of paystubs
Last 2 years of W2s

(Self-employed)
DBA or Articles of Incorporation

(Retired)
Pension award letter

(Child support)
Divorce decree or court order for child support
Last 12 months of child support stubs or Texas AG payment printout

ASSETS
Last 2 months bank statements (all pages)
Most recent retirement account statements (all pages)
Most recent stock statements (all pages)
Current insurance binder for each property currently owned
Current mortgage statement for each property currently owned

IDENTIFICATION
Driver License (unexpired)
Social security card
Permanent resident alien card (resident alien)
Employment authorization card (non-permanent resident alien) [Current and previous]
All DHS immigration forms (including the I-797 Notice of Action)

FOR PURCHASE
Purchase contract

FOR REFINANCE
Existing Survey