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Financing the purchase of a home, or refinancing a home, requires a significant amount of documentation, some of which you might consider private or even confidential. We respect your privacy and will never share your personal information. Review the lists below to find out what information you might be asked to provide.

Are You a W-2 Employee?

  1. Bank statements for the most recent three-month period, and/or

  2. Passbook for all accounts to be used in this transaction

  3. Information about any large deposits to the account

  4. Profit-and-loss statement, showing year-to-date earnings, on accountant’s letterhead

  5. Complete, signed federal tax returns for the past two years

  1. Bank statements for the most recent three-month period, and/or

  2. Passbook for all accounts to be used in this transaction

  3. Information about any large deposits to the account

  4. W-2 forms for the previous two years

  5. Most recent pay stubs covering a 30-day period and showing year-to-date earnings

  6. Complete, signed federal tax returns for the past two years

OR

Are You a 1099 Filer?

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