| Let’s Get Started | |
| ☐ | Complete our Home Loan Online Application |
| ☐ | Copy of driver’s license |
| ☐ | Copy of most recent pay stubs for last 30 days |
| ☐ | 2 years of federal tax returns and W2s |
| ☐ | Last 2 months of non-Bank Forward checking and savings account statements; all pages |
| Along the Way | |
| ☐ | Homeowners insurance policy and/or flood insurance policy |
| ☐ | Refinance: Copy of most recent mortgage statement showing escrow information |
| ☐ | Purchase: Signed copy of purchase agreement with copy of cleared earnest money check |
| ☐ | Construction loan: Blueprints, plans and specs, contractor information |
| As Needed | |
| ☐ | Award letters such as social security, unemployment compensation or disability award letter |
| ☐ | Most recent copies of 401k, pension or other investment account statements; all pages |
| ☐ | Bankruptcy documents, tax liens or other derogatory items; all pages |
| ☐ | Self-employed – Corporate or partnership tax returns and K-1s for last two (2) years & Current YTD profit and loss statement |
| ☐ | Divorce decree, (final), or child support decree; all pages |
| ☐ | Official student transcript if attended school in the past 2 years |
| ☐ | Sale of current home−copy of the purchase agreement on sale of your present home and copy of settlement statement, if closed |
| ☐ | VA Loans: Form DD214 |
This checklist is provided as an aid to gather home loan documentation and is not an application or advertisement. Please see us for complete details. Bank Forward NMLS ID #446402, Equal Housing Lender, Member FDIC. 5/23
