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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)



  • 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
12750 High Bluff Dr, Suite 300
San Diego, CA 92130
CA DRE# #01851910

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