Supporting Documents - Save Financial

Supporting Documents

  • 2019, 2020 W-2 for all borrowers.
  • 2019, 2020 tax returns, all pages, all schedules. ( past 2 years )
  • Most recent one month worth of paystubs for all borrowers.
  • Most recent 2 full months bank statements, all pages showing enough in reserves and funds to close.
  • Most recent mortgage statement for all properties you own.
  • Most recent HOA statement ( if any) for all properties you own.
  • Declaration page of your home owner’s insurance for all properties you own.
  • One Quarterly or two monthly 401k or pension statements to show reserves (not needed if your bank account has enough funds to show reserves).
  • Lease agreement for any rental property you own.
  • Front and back copy of Driver’s License for all borrowers.
  • Self-Employed borrower will require additional documents

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