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Chip Morgan
River Campbell - Tucson
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Direct Office:
(520) 665-3160
Chip@LongRealty.com
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Your Mortgage Checklist

Below is a quick list of items you will need to bring to your lender when you go to apply for a mortgage.

  o  Most recent paystubs showing previous 30 days and YTD earnings.

  o  Last two years Federal Tax Returns.

  o  Last two years W-2's

  o  Most recent two months of statements for any accounts that will contain assets used on the loan.  -  BRING ALL PAGES.  This includes Checking accounts, Savings accounts, Money Market accounts, Stock Market accounts, Mutual Funds, 401k, and IRAs

  o  Most recent mortgage statement, tax bill, and homeowners insurance declarations page for all owned properties.

  o  Copy of drivers license or state ID.

  o  Copy of Social Security card.

  o  DD-214 if using a VA loan for U.S. Veterans.

Depending on what shows up on your credit report, additional information may be needed.