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Document Checklist

Documents needed for Pre-Approval / Purchase / Refinance

  1. ALL PAGES of the most recent 2 months? statements from Bank Accounts (checking, savings, CDs, Credit Unions, etc?) and any other ?liquid? accounts (e.g. Stock and Mutual funds)
  2. ALL PAGES of the most recent 2 months? statements from Retirement Accounts (401K, IRA)
  3. Pay stubs covering the most recent 4 weeks of employment
  4. The End-of-Year pay stubs from previous two years (last ones rec?d in Dec of those years)?if available. Needed to document Bonus income.
  5. W2s for previous 2 years
  6. A recent mortgage statement
  7. Copy of Homeowner?s Insurance policy declaration page, (OR Name and phone # of Insurance Agent)
  8. Name and phone # of landlord or apartment manager (if 1st-time homebuyer)
  9. Copy of Green Card (front and back) if NOT U.S. Citizens
  10. Copy of H-1 if applicable
  11. Copy of Driver?s Licenses for all buyers

If you have rental properties:

  1. Rental agreements
  2. Recent mortgage statements for these properties
  3. Complete Federal Tax Returns for previous 2 years, with ALL schedules

If? Self-employed or commissioned:

  1. Complete Personal Federal Tax Returns for , with ALL schedules
  2. A signed YTD P&L statement

If? income is income derived from corporate ownership or a partnership

  1. Complete Corporate Federal Tax Returns for previous 2 years, with ALL schedules
  2. Complete Federal Tax Returns (corporate or partnership)

Reach Us

Call: (408) 725-0555

Email: info@riarealtyinc.com

Testimonials

Shefali helped me pick my first condo. I was able to close it within a month without any hassles. She is very thorough and knowledgeable of the whole process and would recommend her highly for your real estate needs.

- Kondapi K.

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