To apply for a new mortgage or refinance, you will need to provide us with documentation. We will request a copy of your credit report from a credit agency and will verify the information provided in your loan application.Be prepared to provide us with: Social Security numbers for all borrowers Copies of checking and savings accounts statements for the past 2 months Evidence of other assets such as stocks, bonds, or 401k Recent paycheck stubs W-2 forms or income tax returns for the past two years The name and address of your employer Residence history for the past two years Sales contract for the purchase of a new home Homeowner’s association information (if applicable)
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