The following information is usually required during the loan process:
- Your social security number and date of birth
- Current pay stubs
- Past two years Personal Federal Tax Returns and Corporate Federal Tax Returns, if applicable
- Bank statements for the past two months
- Investment account statements for the past two months
- Retirement account statements for the past two months
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If you currently own Real Estate:
- Recent mortgage statement
- Home insurance policy information
- HOA dues statement if applicable