 |
Copy of
Sales Contract (on the purchase of your new home.)
|
|
Copy of
Sales Contract and certified copy of Closing Statement
(on the sale of your present home (if any)).
|
|
Residence History |
| |
| 1 |
Past 24 months of residence
with complete addresses. |
| 2 |
Length of time you lived at each residence. |
| 3 |
Name of landlord and his/her address (if
currently renting).
|
|
|
Employment History |
| |
| 1 |
Employers for the past two years
with complete addresses and dates of employment. |
| 2 |
W-2s of most recent two years. |
| 3 |
Most recent two year’s tax returns
(with all schedules). |
| 4 |
Year-to-date profit and loss statement and
current balance sheet (if self-employed). |
| 5 |
If there have been any gaps in your employment,
be prepared to explain
|
|
|
Copies of most recent
monthly statements for all loans or credit card
balances.
|
|
Accounts |
| |
| 1 |
Copies of most recent three
month’s bank statements for all accounts,
stock brokerages, mutual funds, IRAs, Pensions,
etc.
|
|
|
Current Real Estate |
| |
| 1 |
Property addresses. |
| 2 |
Estimated market values |
| 3 |
Outstanding loan balances (bring copy of
most recent loan statement) |
| 4 |
Amount of monthly payment |
| 5 |
Amount of monthly rental income, if any
(copy of any rental agreements).
|
|
|
Personal Property |
| |
| 1 |
Net cash value of your life
insurance |
| 2 |
Year, make and value of all vehicles |
| 3 |
Value of your furniture and personal property
|
|
|
If applicable, for
the following |
| |
| 1 |
Copy of divorce papers |
| 2 |
Copy of driver’s license and Social
Security Card |
|
| |
|
