Financial Information Checklist
- Social Security Numbers
- Current Address - and previous address if less than 2 yrs at current.
- Name, address, phone and yrs employed at current employer.
- Gross Monthly Income - last 4 paystubs.
- All checking and saving account numbers and balances.
- Life insurance - cash value and face amount.
- Information on any investments you have - - IRA's, Stocks, Bonds, CD's ...etc.
- If self-employed - last 3 yrs tax returns and financial statements of net worth.
- Installment Loans - anything you carry a monthly balance on. Ex: car payment, student loans.
- Credit cards - account numbers, monthly payments and balances.
- Address and value of any real estate owned.
The lender you are working with may require a little more or a little less information, but having the information on this checklist readily available can save you time and headaches later. Trying to track it all down after the application process has already started could cause delays.
Chad Wright
Real Estate Advisor
Phone: 419-236-7143
Email: chadwright95@hotmail.com
