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Mortgage Checklist

The following information is usually required during the loan process:

  • - Most Recent 2 years complete personal tax returns including W2s.
  • - Most Recent 2 years complete corporate tax returns if self-employed.
  • - Most recent 30 days of pay stubs for all borrowers.
  • - Last 2 months statements on deposit accounts must include all pages. 
  • - IDs (driver’s license, state ID card) for all borrowers.
  • - Social Security card for all borrowers.
  • - Mortgage statement on all real estate owned.
  • - Most recent Homeowners Insurance.
  • - Most current IRA, 401(k), pension, investment, or annuity statement(s) all pages.
  • - Divorce or separation agreement (if applicable).
  • - Profit and Loss statement for business, for most current month end.
  • - Proof of Student loan repayment/deferment.

 

 

ROYAL SAVINGS BANK
9226 S. Commercial Avenue, Chicago, IL  60617
Office:  (773) 382-2118
Fax:  (773) 382-2142
jjohnson@royal-bank.us;cfriis@royal-bank.us
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