This document provides a checklist of 12 items that are needed to complete a mortgage application. The checklist includes identification documents like driver's licenses and social security cards. It also requests financial documents like tax returns, income statements, and information about current debts. Additional items include real estate contracts if buying a home and divorce decrees if applicable. The checklist aims to gather all relevant information to process a mortgage application.

1. Will cover the cost of
appraisal, credit report
and processing fee.
MORTGAGE
APPLICATION
CHECKLIST:
WHAT YOU'LL
NEED
1 2
3 4
Social security numbers,
names & addresses of
employers for the past 2
years
2 years tax returns,
corporate and personal
and YTD profit/loss
balance sheet
Retirement, disability,
social security and
income award letter
Application Fee Employment
Self Employment Secondary Income

2. 2 years individual tax
returns
5 6
7 8
Last 3 months
statements from saving,
checking, stocks, bonds,
cd's, money markets etc.
Names, addresses,
account numbers
Lender address,
account numbers,
payment and loan
balances
Rental Income Account
Statements
Outstanding
Credit
Mortgages
MORTGAGE
APPLICATION
CHECKLIST:
WHAT YOU'LL
NEED

3. Accepted Offer,
counters, amendments,
earnest money receipt,
agent info
9 10
11 12
Driver's license, Social
Security card, legal
description, preschool
childcare expenses
Certificate of eligibility
or DD214, preschool
childcare expenses
Landlord name, address,
phone, if renting.
Divorce decree and all
amendments, proof of
alimony payment or
receipt
Contracts FHA
Veterans Misc
MORTGAGE
APPLICATION
CHECKLIST:
WHAT YOU'LL
NEED