INFORMATION TO BRING TO YOUR LOAN APPLICATION INTERVIEW

1. NAMES AND ADDRESSES OF EMPLOYERS FOR THE LAST TWO

YEARS, ALONG WITH LAST 24 MONTHS W-2’S AND MOST RECENT

PAY STUB.

2. NAMES, ADDRESSES, AND ACCOUNT NUMBERS OF ALL BANKS,

CREDIT UNIONS, SAVINGS AND LOANS, IRA AND KEOUGH

ACCCOUNTS, AND CASH MANAGEMENT ACCOUNTS.

3. NAMES, ADDRESSES, AND ACCOUNT NUMBERS OF ANY OTHER

CREDITORS (AUTO, BOAT, FURNITURE, STUDENT LOANS, COSIGNED

LOANS, ETC.).

4. NAMES, ADDRESSES, AND DATES OF ANY CURRENT OR PREVIOUS

LANDLORD IN THE LAST 24 MONTHS.

5. MOST RECENT MUTUAL FUNDS & STOCK BROKERAGE

STATEMENTS.

6. FOR SELF-EMPLOYED OR COMMISSIONED: LAST TWO YEARS W-

2’S, SIGNED AND DATED INDIVIDUAL TAX RETURNS (1040’S) WITH

ALL SCHEDULES, CORPORATE TAX RETURNS TWO YEARS, AND A

CURRENT YEAR-TO-DATE PROFIT AND LOSS PREPARED AND

SIGNED BY A DISINTERESTED THIRD PARTY, ON THAT PERSON’S

LETTERHEAD WITH A COVER LETTER.

7. SOCIAL SECURITY NUMBER.

8. IF RETIRED, YOU MUST PROVIDE THE LATEST STATEMENT

INDICATING THE GROSS INCOME RECEIVED MONTHLY (1099’S OR

ANNUITY STATEMENTS). SOCIAL SECURITY AWARDS LETTER.