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The following information is usually required during the loan process: - Your Social Security number
- Current pay stubs (one month's worth) and 2 Years W-2's or, if commissioned, your tax returns (all pages) for the past two years
- If self-employed, past two years tax returns (all pages) and a year-to-date profit and loss statement
- 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)
- Make and model of vehicles you own and their resale value
- Credit card account information
- Auto loan account information
- Personal loan account information
If you currently own Real Estate: - Mortgage account information
- Home insurance policy information
- Home equity account information (if applicable)
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