Most customers will need to provide us with the following:

Basic Checklist for all applications and preapprovals:

1. Statements for the last 2 months for all bank accounts and brokerage funds
2. W-2s for the last two years and one month’s current pay stubs
3. Most recent quarterly or annual statement for retirement accounts

If You’re Buying, we will also need:

1. Copy of your purchase contract
2. Copy of your listing agreement (if selling your previous home)
3. Name and phone number of your realtor

If You’re Refinancing, we will also need:

1. Name and phone number of your homeowner’s insurance agent
2. Title insurance policy (Schedules A & B)
   Location Survey

Depending on Your Circumstances, we may also ask you for:

1. Divorce settlement papers
2. Tax returns
3. Gift documentation
4. Corporate relocation policy