CHECKLIST
W2 EMPLOYEE -
- Current 30 days checkstub
- 2 years W2's - 2022, 2023, 2024 (if any) W-2's
- and #3-8 (below)
1099/SELF-EMPLOYED, RETIRED OR ITIN -
- Current 30 days checkstub (if any)
- 2 years 1099's - 2022, 2023, 2024 (if any) 1099's
- 2 years tax returns - 2022, 2023, 2024 (if any) 1040’s and Schedule C (if any)
- SSA Award Letter/Pension Award Letter and 1099
- Copy of Unexpired Driver License/ID - Front and Back
- Copy of SSN Card - Font and Back or ITIN letter
- Current two bank statements, all pages, including blank pages
- Please provide all current financial documents, including 401k account statements, that you would like us to use for qualifying your loan.
- Please refrain from sending documents via phone screenshots, as lenders cannot verify the name and account numbers accurately.