Loan application checklist

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arla slaughter, REALTOR速

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CRS & GREEN Certified 337.344.5263 mobile | 337.456.2188 fax www.ArlaSlaughter.com

Loan Application Checklist Property Information You will need the following if you already have a contract on a house: ____

Purchase Agreement

____

Copy of legal description and MLS sheet

____

If you are selling your current home, a copy of listing contract

____

If you have sold your current home, copy of settlement statement (HUD-1)

Income & Assets ____

Pay stubs for the last 30 days For the past two years: ____

Names and addresses of each employer

____

W-2s

____

Statements for each bank, mutual fund, and investment account for last three months

____

Estimated value of personal property and furniture If you have made any large deposits to your accounts: ____

Explanation and source for deposit

____

If large deposit was a gift: ____

Signed gift letter (lender can supply)

____

Copy of gift check

____

Copy of deposit receipt

If you own more than 25% of a business: ____

Corporate or partnership tax returns

If you are self-employed: ____

Tax returns for the last three years (with schedules)

____

Year-to-Date Profit and Loss Statement prepared by an accountant

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If you own rental property: ____

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Tax returns for the last two years and current rental agreements

If you are retired: ____

Pension Award Letter

If you receive Social Security: ____

Social Security Award Letter

If you are counting child support as income: ____

Copy of divorce settlement

____

Copy of twelve months of cancelled child support checks

____

Names, addresses, account numbers, balances and monthly payments on all current loans.

____

Explanation of credit report anomalies, including:

Debts

____

Late payments, credit inquiries in the last 90 days, charge-offs, collections, judgments and/or liens

____

Bankruptcy filed within last seven years (bring a copy of your bankruptcy papers)

VA Loans ____

Copy of DD Form 214, Report of Separation

Miscellaneous ____

Photo ID and proof of Social Security number

____

Residence addresses for the past two years

____

If applicable, a copy of your divorce decree

____

If you are not a U.S. citizen, a copy of the front and back of your green card

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