Serving Indiana and Michigan
with over 100 years experience.

346 North Ironwood Drive
South Bend, Indiana 46615
(574)287-3500 • Fax (574)235-6629
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2. Copy of Legal Description and Tax Information (Listing Information).

3. Social Security Numbers

4. Last 2 months bank statements (all pages) for all accounts (i.e. checking, savings, CD’s, Money Market, IRA, 401K)

5. Savings Bonds - make a list of bond numbers with value of each

6. Stock Evidence

7. Debts - account numbers, addresses, monthly payment, balance

8. Mortgage Loans - Name & address of lender, account number, monthly payment & balance

9. Gift Letter - to be completed by all parties, copy of certified gift check, & proof of deposit

10. Names, addresses and phone numbers of employers for last 2 years.

11. W2’s for last 2 years

12. Copy of most recent pay stub(s) to cover a one month period

2 years Federal Income Tax Forms with all schedules attached Year to Date Profit and Loss Statement and Balance Sheet

14. Disability, Retirement, or Social Security Income Verification:

Copy of check (or bank statement if direct deposited) Current awards letter

15. Copy of Divorce Decree and Property Settlement

16. Copy of Bankruptcy Discharge and Schedule of Debts with Statement of Financial Affairs (if applicable)

17. Leases or Rental Agreements on Investment Properties

18. VA Loans:

DD214 Separation Paper - Member Copy 4
ORIGINAL Certificate of Eligibility

19. Application Fee (Credit Report & Appraisal Fee)

Home . Getting Started . Programs . Loan Applications . Top 10 Reasons . Associates
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