The following information is usually required during the mortgage loan process: - Your Social Security number
- Current pay stubs or, if self employed, your tax returns for the past two years
- Last two years of W2's
- Bank statements for the past two months
- Investment account statements for the past two months
- Retirement account statements for the past two months
- Credit card account information
- Auto loan account information
- Personal loan account information
- Copy of your drivers license and social security card
If you currently own real estate: - Mortgage account information
- Home insurance policy information
- Home equity account information (if applicable)
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