Documents Needed to start your loan:
- Pay stubs covering the last 30 days
- Tax Return (2 years), including:
- W-2s
- K-1s
- All Schedules
- Credit union and bank statements for the past two months
- Most recent retirement and investment account statements
- A purchase agreement is also required for a purchase
Additional documents for a VA Loan:
- VA-DD-214
- VA-Certificate of Eligibility
- VA-Awards Letter
Additional documents required for refinance:
- Warranty Deed
- Title Policy
- Survey
- Homeowners Insurance Policy
- Current Property Tax Bill
- Mortgage Statement
