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Things a Lender Needs from You

  1. Social Security numbers.
  2. Employer's name and address for the past 2 years.
  3. W-2 forms or business tax return forms if you are self-employed for the last two or three years for every person signing the loan.
  4. Copies of most current pay stubs for every person signing the loan.
  5. Copies of two or four months of bank or credit union statements for both checking and savings accounts.
  6. Copies of personal tax forms for the last two years
  7. Copies of investment account statements for two to four months, as well as list of any other major assets of value, e.g., investment real estate, cars, boats, or bearer bonds.
  8. Copies of your most recent 401(k) or other retirement account statement.
  9. Documentation to verify additional income, such as child support, retirement income, etc.
  10. Account numbers of all of your credit cards and any other loans and their outstanding balances.
  11. Address where you lived for the last 2 years, with names of landlords if appropriate.