1. W-2 forms or business tax return forms if
you're self-employed for the last two or
three years for every person signing the
loan.
2. Copies of at least one pay stub for every
person signing the loan.
3. Copies of two to four months of bank or
credit union statements for both checking
and savings accounts.
4. Copies of personal tax forms for the last
two to three years.
5. Copies of brokerage account statements
for two to four months, as well as a list of
any other major assets of value, e.g., a
boat, RV, or stocks or bonds not held in a
brokerage account.
6. Copies of your most recent 401(k) or
other retirement account statement.
7. Documentation to verify additional
income, such as child support or a pension.
8. Account numbers of all your credit cards
and the amounts of any outstanding balances.
9. Lender, loan number, and amount owed on
other installment loans, such as student
loans and car loans.
10. Addresses where you have lived for the
last five to seven years, with names of
landlords if appropriate.
