>> Standard Documents
ID: Copies of Drivers Licenses and Social Security cards INSURANCE: Contact information for your agent. INCOME (often reduced): - WAGE/SALARY: 30-consecutive-days paystubs, most recent 2-years W2s
- COMMISSION: In addition to above, personal tax returns for the previous 2 years
- SELF-EMPLOYED: Most recent 2-years business licenses & business tax returns (if returns separate from personal).
- RETIRED: Most recent Pension/Social Security award letter(s), 2 years 1099s
ASSETS/RESERVES (often reduced): Two-consecutive-months most recent bank statements on all accounts (important---all pages for each statement) PURCHASE: Copy of purchase contract. |