Loan Checklist FOR A REFINANCE YOU WILL NEED THE FOLLOWING ______________________________________________________________________________ W-2 FORMS FOR THE LAST 2 YEARS 30 DAYS WORTH OF YOUR MOST RECENT PAYSTUBS MOST RECENT STATEMENT FOR YOUR BANK ACCOUNTS AND MUTUAL FUNDS (IT IS VERY IMPORTANT TO INCLUDE ALL PAGES OF THE STATEMENT, NOT JUST THE FIRST PAGE) MOST RECENT STATEMENT FOR ALL RETIREMENT/IRA ACCOUNTS COPY OF HOMEOWNERS INSURANCE AND TITLE INSURANCE COPY OF SURVEY - LOOKS LIKE A BLUEPRINT OF YOUR PROPERTY IF YOU ARE SELF-EMPLOYED OR RECIEVE COMMISSION INCOME, YOU WILL NEED YOUR FEDERAL TAX RETURNS FOR THE PREVIOUS TWO YEARS _______________________________________________________________________________ FOR A PURCHASE TRANSACTION, YOU WILL NEED THE FOLLOWING IN ADDITION TO THE ABOVE ITEMS FULLY EXECUTED SALES CONTRACT COPY OF CANCELLED CHECK FOR ANY GOOD FAITH MONEY PUT DOWN FOR DEPOSIT _______________________________________________________________________________ FOR A PURCHASE OR REFINANCE, YOU MAY NEED THE FOLLOWING IF THEY ARE APPLICABLE TO YOU: DIVORCE DECREE AND SETTLEMENT PAPERS, LEASE AGREEMENT FOR ALL RENTAL PROPERTIES, COPY OF CLOSING STATEMENT IF YOU RECENTLY SOLD YOUR LAST HOME.