1.
W-2 forms or business tax return forms if you’re
self-employed for the last two or three years for every person
signing the loan.
2.
Copies of one or more months of pay stubs from every person
signing the loan.
3.
Copies of two to four months of bank or credit union
statements for both checking and savings accounts.
4.
Copies of personal tax forms for the last two to three years.
5.
Copies of brokerage account statements for two to four
months, as well as a list of any other major assets of value, e.g.,
a boat, RV, or stocks or bonds not held in a brokerage account.
6.
Copies of your most recent 401(k) or other retirement account
statement.
7.
Documentation to verify additional income, such as child
support, pension, etc.
8.
Account numbers of all your credit cards and the amounts of
any outstanding balances.
9.
Lender, loan number, and amount owed on other installment
loans—student loans, car loans, etc.
10.
Addresses where you lived for the last five to seven years,
with names of landlords, if appropriate.
