IMPORTANT NOTE:  Information will need to be updated 30 days before closing.

Print this Checklist

Checklist:

• Most recent 30-day period pay statements.

• Most recent 2 years W-2 statements.

• Most recent Federal tax return.

• Most recent 2 months asset statements (all pages): Savings, Checking, Investment, Retirement, etc. (Please note: “Web based” statements must identify you, your bank and have your account number).

• Full legal name, address, date of birth, social security number and authorization to run credit report.

• Your contact information (home, work, cell numbers and email addresses)

Purchase:

• Purchase contract for new property and listing printout.

• Purchase contract or HUD-1 settlement statement for current residence, if applicable.

• Homeowners Insurance Agent (name, address and phone number).

• Real Estate Agent and/or Builder (name, phone, fax & email)

• VA Buyers:  DD214 and/or certificate of eligibility

Refinance:

• Current Mortgage Statements, include first and second mortgages/any liens on the     property.

• Most recent summer and winter tax bills

• Proof of homeowners insurance

Self Employed:

• Most recent 2 years complete personal Federal Tax Returns (all schedules)

• Year to date Profit or Loss statement

• Most recent 2 years complete Corporate Tax Returns (all schedules), if applicable

FAX:  734-468-0567 OR EMAIL as soon as possible