The Weidauer Group – The Leader in Real Estate
Lender Checklist: What You Need for a Mortgage
? 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 each person signing the loan.
? Account numbers of all your credit cards and the amounts for any outstanding balances.
? Copies of two to four months of bank or credit union statements for both checking and savings
accounts.
? Lender, loan number, and amount owed on other installment loans, such as student loans and
car loans.
? Addresses where you’ve lived for the last five to seven years, with names of landlords if
appropriate.
? Copies of brokerage account statements for two to four months, as well as a list of any other major assets of
value, such as 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.
? Copies of personal tax forms for the last two to three years.
Darin Weidauer
Weidauer Group – The Leader in Real Estate
Realtor – Los Angeles – Las Vegas
CA DRE License #01870184
424-400-4056 or 310-896-5769 Espanol
NV DRE License #S.0070208
702-582-7084 or 424-400-4056 Espanol
darinweidauer@weidauergroup.com
http://www.weidauergroup.com
www.facebook.com/weidauergroup
http://www.weidauergroup-theleaderinrealestate.blogspot.com/
