Documentation Checklist for Pre-Approval Appointment
Here is a handy checklist for you to use as you gather the documentation you need for your Pre-Approval appointment with your lender. Additional documentation may be requested by the lender throughout the loan process.
1. One month's most recent pay check stubs with year-to-date earnings
2. Two month's most recent bank statements on all accounts (checking,
savings, retirement...) Include all pages - even the blank ones
3. W-2's for the past two years
4. Tax returns for the past two years
5. Current and previous employers' addresses
6. Current and previous landlords' addresses
7. Divorce decree/disillusion of marriage and agreement, if applicable
9. DD214, if you are a veteran who was discharged and you are applying for a VA loan
10. Statement of Service, if you are in service and applying for a VA loan
11. Bankruptcy documentation including discharge date, if applicable
12. Information and documentation regarding a past loan modification or short sale, if applicable
12. Driver's license
13. Social Security Card