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Mortgage Application Checklist

Gather what you need to start your application.

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Your first step is to collect the following routine information that will be needed in the application process.

Personal Information
  • A photo ID and proof of Social Security Number
  • Evidence of child support received (if shown on your application)
  • Any legal documents such as divorce decrees, property settlements, etc.
  • VA loan applicants need Form DD-214 (discharge papers)
Financial Information
  • Pay stubs for the most recent 30 days
  • Complete bank and investment account statements from the past 2 months
  • Most recent 2 years of federal tax returns: all schedules, KIs, etc. Also include all W2s and 1099s
  • Copies of tax bills, insurance declaration pages and mortgage statements for all properties owned
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