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Requested Documentation

Mortgage Checklist

Applies to Purchases and Refinances

(not Government Loans)
  • Most recent one full month’s paystubs
  • Two Years W-2’s
  • Most recent two years signed Personal Tax Returns (All pages including 1099’s and K1’s)
  • Most recent two years signed Business Tax Returns and Year to Date Profit and Loss Statement if Applicable (All pages)
  • Most recent Bank/Investment/Retirement statements for last 2 months or previous quarter (All pages)
  • Copy of Driver’s License
  • If you are retired, proof of retirement/social security income (Benefit Statement and two months Bank Statements showing retirement/social security deposit)
  • If purchase, sales contract and a copy of Earnest Money check
  • Appraisal payment to LifeStore Bank. After reviewing early loan application disclosures, you can submit the appraisal fee authorization for payment with your signed Intent to Proceed form.
  • If you currently own real estate:
    • Current Mortgage Statements
    • Homeowner’s Insurance Policy information
    • Property Tax bills

 

LifeStore Bank
21 East Ashe St./PO Box 26, West Jefferson, NC  28694
Toll Free:  (800) 723-4718
chill@golifestore.com
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