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Personal Loan Application Checklist

We want to make your application process as easy and convenient as possible. So, when you are ready to submit your formal application, collect the following information and bring it with you when you meet with us. Be sure to include both borrower and co-borrower information.

Blank Checkbox W-2 statement for the last 2 years, or other income verification information, and your most recent pay stub(s). If self-employed, copies of your last two year's tax returns with supporting schedules and current Personal Financial Statement.
Blank Checkbox Names and addresses of your employers for the last two years.
Blank Checkbox Names and addresses of all landlords for the past two years.
Blank Checkbox List of assets - what you own. Cash value of life insurance policies; make, model, year and value of vehicles; depository institution names and addresses, account numbers, and current balances of all deposit and/or investment accounts or copies of your last two month's statements.
Blank Checkbox List of liabilities - what you owe. Financial institution names and addresses, account numbers, monthly payment amounts, and balances for all outstanding personal and auto loans; credit cards; real estate owned; and any other installment payments (including alimony/child support payments).
Blank Checkbox Copy of the purchase and sale agreement on the home being purchased.
Blank Checkbox Legal description of the property being purchased.
Blank Checkbox Construction estimates, permits, plans, and specifications or other documents related to proposed new construction (if applicable).
This checklist is a general overview of the information required for a formal mortgage application. Individual situations may require additional documents prior to making a credit decision.

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