THE TRANSACTION | BUYER
CHECKLIST
Your Mortgage Application W-2 Tax forms ‒ or business tax returns if you're self-employed ‒ for the last two or three years for every person signing the loan.
At least one pay stub for each person signing the loan. Account numbers of all your credit cards and the amounts for any outstanding balances. Two to four months of bank or credit union statements for both checking and savings accounts. Lender, loan number, and amount owed on installment loans, such as student loans and car loans. Addresses where you've lived for the last five to seven years, with names of landlords if appropriate. Brokerage account statements for two to four months, as well as a list of any other major assets of value, such as a boat, RV, or stocks or bonds not held in a brokerage account.
Your most recent 401(k) or other retirement account statement. Documentation to verify additional income, such as child support or a pension.
Coldwell Banker Realty, 126 Clock Tower Place., Ste 100 Carmel, CA 93923 Phone: (831) 224-2384 Robin Stelle Produced with zipForm® by zipLogix 18070 Fifteen Mile Road, Fraser, Michigan 48026 www.zipLogix.com
Fax: (831) 920-0507
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