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Print out this page for your records. Check items off either online or by hand.

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Items Needed to Complete Loan Documentation

Use this checklist to determine if you have everything you need to complete your loan. Check off the items as you have them prepared and print it out for your records.

INCOME

	Paycheck stubs (typically will need last 30 days)
	W-2s, last 2 years
	Last 2 years Personal Tax Returns - signed (Complete, all schedules) (Commissioned I Self-employed)
	Social Security Benefit Statement / Pension entitlement (award letter & copy of most recent check)

ASSETS

	Bank Statements (typically need last 2 months, al lpages)
	Gift information & documentation
	2 months statements of Liquid Assets (Investment portfolio: stocks, money market, 401k SEP, etc.)

ADDITIONAL

	Purchase & Sale Agreement including all addendums
	Homeowners Insurance Agent Name:___________________________ Phone: __________
	Advance deposit to cover out-of-pocket expenses (appraisal credit report, title report)
	Bankruptcy papers (will need complete copy with letter of discharge and letter of explanation), if applicable.
	Child support income documentation (copies of checks or DSHS printout for the last 12 months if using for income purposes), if applicable.
	Divorce Decree, if applicable.