Refinance Checklist
| Document | Notes |
| Pay Stub(s) | Most recent one (1) month |
| W2 | Most recent two (2) years |
| Tax Returns | Most recent two (2) years |
| Mortgage Statement | Most recent statement |
| Hazard Insurance Policy | - |
| Property Tax Bill | Most recent one (1) year |
| Bank Account Statement | Most recent three (3) months across all of your accounts (include all pages) |
| Retirement Account Statement | Most recent statement |
| Investment Account Statement | Most recent statement |
| Identification Card | - |
| Social Security Card | - |