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Credit Report:
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Tri-Merged Credit Report
Income:
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(2) Paystubs (W2 Employee)
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2 years W2s (W2 Employee)
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1099s (Self-Employed or Contractor)
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1040’s Individual Taxes
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K-1’s Business Taxes
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Pension or Retirement
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Child Support *
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Social Security / Disability *
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Housing Stipend (allowance)
* These items are calculated differently than normal working income.
* Require documented proof they’ll continue for at least a period of three years.
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Assets:
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2 months’ Bank Statements—all pages
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2 months’ 401-K, TSP, and/or Retirement funds – all pages
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Rental Income:
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Mortgage Statement (Investment property)
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Lease contract (Investment property)
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Property:
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Ratified Contract (Purchase)
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Mortgage Statement (Refinance)
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Homeowner’s Insurance Statement (Refinance)
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Others:
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Driver’s License
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USA Passport or Permanent Resident Card (Green Card)
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Social Security Card
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Certificate of Eligibility (VA loan only)
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