Pre-Approval Documentation Checklist

• IDENTIFICATION
• Drivers License
• Social Security Number
• FINANCIAL STATEMENTS (all pages)
• Savings and Checking Accounts
• Stocks/Funds/Securities statement
• CD/Money market statement
• Any other investment account statement
• EMPLOYMENT / INCOME
• Two year complete employment history
• Pay stubs covering 60 days
• Federal statements for last 2 years
• W2 and/or 1099 forms for last 2 years
• Business tax returns (if self-employed)
• YTD Profit loss statements ( if self-employed)