Refinance List of Items Required Mortgage Documentation for Loan Approval:

  • 1040 Tax Returns for 2010 & 2011, include W/2’s if available.
  • Last 30 days pay stubs / award letter if on Social Security.
  • Copy of monthly statement for current mortgage(s).
  • Fire insurance declaration page, or number for insurance agent.
  • Copy of most current month’s bank statement.
  • Please email or fax to 800-305-1306.

Purchase List of items required for Loan Approval:

  • Copy of 1040’s tax returns for 2010 & 2011 income taxes, include W/2’s if available.
  • Copy of last 30 days pay stubs, award leter if on Social Security.
  • Copy of most current month’s bank statement/liquid asstes accounts.
  • Please email or fax to 800-305-1306.

VA Forms Required

DD 214 (Standard separation document of the United States Military)

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