Income

1. •Paycheck stubs for last four consecutive week period
   

2. •W2 forms – last two years
   

3. •If self employed: Federal tax returns for the last two years, signed, with all schedules attached
   

4. •Year–to–date Profit and Loss Statement prepared by an accountant
   

5. •Corporate returns for last two years (If applicable)
   

Assets

1. •Copies of last three months' bank statements, including:
   

2. •Savings
   

3. •Checking
   

4. •Money Market
   

5. •Mutual Funds
   

6. •Stocks
   

7. •Bonds
   

8. •IRAs
   

9. •401(k), etc.
   

10. •Passbook account – copy of cover and all pages
    

Real Estate Owned

1. •Copy of coupon or statement from any lien holder
   

2. •Copy of most recent tax bill
   

3. •Copy of front page of homeowners insurance policy
   

4. •Copy of leases or Tenant At Will Agreements or federal tax returns including Schedule E showing rental income
   

Debt

1. •If there are balances – copy of most recent credit card statements
   

2. •If required to pay alimony or child support – copy of Divorce Decree or Separation Agreement
   

For Purchases

1. •Copy of check given to broker for deposit
   

2. •Copy of Purchase and Sale Agreement signed by all parties
   

Miscellaneous

1. •Photo ID and proof of Social Security number
   

2. •If you are not a citizen, a copy of the front and back of your green card or valid Visa