Required Documents

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Required Documents

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Government Issued ID

Valid Driver's License

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Tax Returns

Past 2 Years of Tax Returns

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Bank Statements

2 months of statements for checking/savings, retirement accounts, etc.

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Income Documentation

See below for more info

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Additional Information

See “Borrower Information Form” below

Downloads

Borrower Information (PDF)

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Income Documentation

Self-Employed & 1099

  • 2 years of tax returns; occasionally 3 years
  • Year-to-date Profit & Loss statement

Salaried & W-2

  • 30 days of the most recent pay stubs
  • 2 years of tax returns with W-2s