
| Following is a list of items that I will need for you to gather for me, and fax to me at (949) 435-2574. A number of these items may not apply to you specifically, so do the best that you can, as we can follow-up later on anything that you may have missed. | ||
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Most recent Two (2) Months Pay stubs for all Borrowers. | |
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Most recent One (1) Years W2's for all Borrowers. Two (2) Years for Jumbo Loans. | |
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Most recent One (1) Years 1040 (Federal only) Tax Returns (signed) . Two (2) Years for Jumbo Loans. | |
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YTD Profit & Loss Statement if Borrower(s) are Self-Employed. | |
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Rental / Lease Agreements for all Rental Properties Owned. | |
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Two (2) Months Statements for ALL Assets (Bank, IRA's,401k's, etc.) | |
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Proof of Liquidation of all non-liquid assets. | |
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If you are receiving a "Gift", please print and fill out this Gift Letter. | |
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Escrow / Transaction information, if you are selling your current home. | |
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Most recent Mortgage Statements for Subject Property (if Refinance) | |
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Current Home Owner's Insurance Statement (Dec Page) | |
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Detailed Landlord Contact Information (if you're currently renting) | |