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 | - |