- Copy of driver's license
- Most recent 2 months' bank statements
- Most recent month's paystubs
- Previous 2 years' W-2's
- If self-employed, you will need your most recent 2 years' tax returns
- Retirement account information (401K, IRA, Money Market Accounts)
- Copy of current mortgage statement (if you are refinancing)
- Insurance agent contact information
- Copy of survey
Don't worry - if you don't have all of the items listed above, please contact us to discuss your options.
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