What should I bring to a mortgage appointment?

Please bring the following:

• Current paystub(s) for a 30-day period that includes year-to-date information
• W-2s from the previous two years
• If self-employed, federal tax returns for the past two years, including all schedules
• Two months of financial statements savings, checking, money market, CDs), including all pages (first mortgage only)
• If buying a home, a copy of the purchase agreement signed by both buyers and sellers

If you currently own a home:

• Current mortgage statement with loan number and escrow information
• Copy of your current homeowner's insurance policy

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