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Purchase Checklist

Basic Information
  • Valid ID – Driver’s License and Social Security card or Permanent Residence card.
  • Current pay stubs or, if self employed, your tax returns for the past two years.
  • Bank statements for the past two months.
  • Investment account statements for the past two months.
  • Life insurance policy.
  • Retirement account statements for the past two months.
  • Make and model of vehicles you own and their resale value.
  • Credit card account information.
  • Auto loan account information.
  • Personal loan account information
  • Addresses for the past two years
Self-Employed or Paid Commission
  • P&L Statement – current year-to-date (if self-employed).
  • Balance Sheet – past two years (if self-employed).
  • Tax Returns – two years of signed Federal tax returns and all schedules (including K-1s).
If Purchasing a Home
  • Copy of sale contract
If Currently Renting
  • Rental History – Landlord’s name and numbers for the past two years.