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.

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 if you are self employed

5.      Current and previous employers' addresses

6.      Current and previous landlords' addresses

7.      Creditors' names, account numbers, balances and monthly payment amounts

8.      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.    Driver's license

12.    Social Security Card