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- Legal
Description of property
- Contract to
purchase property
- Address of Employers
- Previous
landlord's name and address (if you have lived there less than 24
months)
- Previous
employer's name and address (if you have been employed by present
employer for less than two years)
- All checking
account numbers
- All savings account
numbers
- All money
markets account numbers
- Most recent
brokerage house statement of investments
- Loan numbers for
all loans, bring name and addresses of lenders
- Monthly payments
& balances on all loans
- Credit card
account numbers, balance, and monthly payment
- Monthly payments
on real estate debt
- Monthly income
on investment property
- Copy of
divorce/separation papers (if applicable)
- Two years P
& L if self-employed
- Year-to-date P
& L if self-employed
- Two years' tax
returns if self-employed or if 5% or more of you income is derived
from investments
- W-2 and current
pay stub
- W-2 and current
pay stub if self-employed
***Please note that if you have accounts or loans from out of state
depositories and businesses, please be sure to provide names, addresses
and zip codes.
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