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Mortgage Checklist

 

  • Valid government issued photo identification
  • Your Social Security number
  • Last full and complete months of pay stubs or, if self employed, your tax returns for the past two years
  • Last two years W-2's
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages)
  • Retirement account statements for the past two months (all pages)
  • Credit card numbers and balances
  • Automobile loan account numbers, balances, and monthly payments 
  • Any personal loan account information including account numbers, balances, and monthly payments 

 

If you currently own Real Estate, the following information is usually required during the loan process:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
  • Signed contract of sale on purchase transactions
  • A copy of your deed and title insurance policy on refinance transactions

 

 

Slavie Federal Savings Bank
1614 East Churchville Road, Bel Air, MD  21015
Direct:  (443) 265-5561 Ext. 1127
m.thomas@slavie.com
Copyright © 2012 Slavie Federal Savings Bank
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