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)