-
W-2
forms or business tax return forms if you're
self-employed for the last two or three years for
every person signing the loan.
-
Copies
of at least one pay stub for every person signing
the loan.
-
Copies
of two to four months of bank or credit union
statements for both checking and savings accounts.
-
Copies
of personal tax forms for the last two to three
years.
-
Copies
of brokerage account statements for two to four
months, as well as a list of any other major assets
of value, e.g., a boat, RV, or stocks or bonds not
held in a brokerage account.
-
Copies
of your most recent 401(k) or other retirement
account statement.
-
Documentation to verify additional income, such as
child support or a pension.
-
Account
numbers of all your credit cards and the amounts of
any outstanding balances.
-
Lender,
loan number, and amount owed on other installment
loans, such as student loans and car loans.
-
Addresses where you have lived for the last five to
seven years, with names of landlords if appropriate.
