Required Documentation

Documents We’ll Need

During the loan process, we’ll require some documentation to identify you, verify the information that you’ve given us, and ensure that we have the full picture. Documents typically required are:

  • Two forms of identification
  • Your Social Security card
  • Current pay stubs – or, if self-employed, your tax returns for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Your life insurance policy
  • Retirement account statements for the past two months
  • Make and model of vehicles you own and their resale value
  • Credit card account information
  • Auto loan account information
  • Personal loan account information

If you already own property, we’ll also need:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

Documentation FAQs

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