Document Upload Center

Income Documentation:

• 30 Days Most Recent Paystubs‐showing year to date earnings (All Borrowers)
• W‐2 or 1099 forms‐most recent two years (All Borrowers)
• IF YOU ARE SELF EMPLOYED, please also send 2 years personal FEDERAL tax returns any applicable Business returns and copies of your K‐1’s.

Assets:

• List of assets, including bank statements, mutual fund statements, brokerage statements and records of other investments or assets, AS APPLICABLE.
• 60 days’ worth of statements (Credit Union, Bank or both) for all accounts you may need to document.

Miscellaneous:

• Current mortgage statement
• Homeowners insurance agent (name and phone number)
• Copy of Driver’s License(s)
• Bankruptcy docs (if applicable)
• Full Divorce decree and separation agreement (if applicable)