Resources

Checklist

Your social security number

Your tax returns for the past two years

Bank statements for the past two months

Investment account statements for the past two months

Life insurance policy

Retirement account statements for the past two months

Make and model of vehicles you own and their resale value

Auto loan account information

Personal loan account information

Divorce decree (if applicable)

Prior bankruptcy documentation (if applicable)

Your most recent mortgage statement

Home insurance policy information

Home equity account note (if you are refinancing)

Copy of your current note (if you are refinancing)