Sources of Income

• • • Names and addresses of employers (last two years)
    • Paycheck stubs for the last 30 days (that show your year-to-date earnings)
    • Copies of W2 forms for last two years
    • Tax records for past two years
    • Income sources and amounts

Assets – Balances

• • • Last three months bank statements (all pages)
    • Market value of real estate
    • IRA, 401K, VIP, Pension Plan information
    • Stock and bond statements

Liabilities – Payments & Balances

• • • Account numbers, payment amounts and balances
    • Credit Cards – balances and minimum payments
    • Child care costs
    • Copy of divorce decree (if applicable)
    • Alimony and child support amounts (if applicable)

For VA home loans –

• • • Form DD214
    • Certificate of Eligibility

If Self Employed

• • • Current profit and loss statement
    • Corporate tax returns for last two years

Other Information

• • • Social Security Number and Valid Identification
    • Residences and landlords’ phone numbers (last two years)