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Loan Application Checklist

Monday, January 29, 2018   /   by Sean Zanganeh

Loan Application Checklist

Here is a thorough guide to get your loan application process going in the right direction.

 

Personal Information

  • Drivers License, a clear copy

  • Permanent Resident Alien Card/ Green Card (front and back) if applicable

  • Mortgage Statements

  • Property Tax Bill

  • Hazard Insurance Declaration Page

  • Lease Agreements (all pages)

  • Home Owners Association Bill (HOA)


 

Assets

  • Bank Account Statements – 2 months, all pages

  • 401K Statements – 2 months/quarterly, all pages

  • IRA Statements – 2 months, all pages

  • Stocks/Bonds – 2 months, all pages


 

Income Documentation

  • Pay Stubs (most recent, 30 days)

  • W2’s – last 2 years

  • 1099 – last 2 years (if applicable)

  • Federal Tax Returns (1040) – all pages & schedules (2 years)

  • Social Security Awards Letter

  • Pension Letter

  • Divorce Decree – for Alimony and/or Child Support


 

If Self-Employed

  • K1’s – 2 years

  • Federal Business Tax Returns – 2 years – all pages & schedules


 

For your convenience, bellow is a downloadable Loan Application Checklist that you can print at home.

Loan Application Checklist
My San Diego Dream Home
Sean Zanganeh
12780 High Bluff Dr
San Diego, CA 92130
858-345-9040
CA DRE# #01851910

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