Here is the supporting documentation that we need (can be sent to us after you send the questionnaire):

  • Latest Federal Tax Return and W-2s
  • Latest 1 month paystubs
  • Latest 2 months bank statements
  • Homeowner Insurance Declaration
  • Mortgage statement
  • HOA (Homeowner Association) statement (if applicable)

If you are Self-Employed

  • Latest 2 years Federal Tax Returns
  • Latest 2 years Business Tax Returns and Schedule K-1 (if applicable)

If you have Rental property

  • Latest 2 years Federal Tax Returns and W-2s
  • Fire Hazard Insurance Declaration for all rental properties
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