Document Checklist

Pre-Approval Requests

  • Current/Prior Tax Returns (all pages)
  • Current/Prior W2’s and 1099’s
  • Colored Copy of Driver’s License and Social Security Card
  • Most Recent Bank Statements (all pages)
  • 30-Day Pay Check Stub (most recent)

Self-Employed

(In addition to the Pre-Approval Requests)

  • Current/Prior Personal Returns (all pages and schedules)
  • Prior/Current Business Returns (all pages and schedules)
  • Current Profit and Loss Statement

Veterans

(VA Financing Only)

In addition to the Pre-Approval Requests

  • Veteran’s Copy of Discharge Documents (DD214)
  • Reservist NGB-22
  • Certificate of Eligibility (COE)

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