Find Requested Documents

If you've already applied for a loan, we may ask you for additional documents as your application is being processed. Use the list below to learn more about requested documents and why we might ask for them.

Tips for a smoother application process

  • Make sure documents are clear and legible.
  • Don't alter any pages (no strikethroughs, cross-outs, etc.).
  • Send all pages, even the blank ones.

0 - 9 | A - E   | F - O   | P - S   | T - Z

0 - 9

1040/1040EZ

1099

2106

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A

Asset statement(s)

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B

Bank statement(s)

Bill of sale

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C

Canceled check(s)

Conservator agreement

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D

Divorce decree

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E

Employee business expense

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F

Federal tax return

Financial statements

Foster care contract

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G

Gift funds

Guardianship agreement

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I

Identification

IRS 1099

IRS 2106

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L

Land trust rider

Leasehold Agreement

Legal separation agreement

List of business debts

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P

Pay check

Pay stub

Payoff statement

Personal identification

Power of attorney

Profit and Loss (P&L) statement

Property tax statement

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R

Real Estate schedule

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S

Schedule A

Schedule B

Schedule C

Schedule D

Schedule E

Schedule F

Schedule K-1

Schedule of Real Estate

Self-employment verification

Separation agreement

Social Security card

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T

Tax form - 1040/1040EZ

Tax form - IRS 1099

Tax form - IRS 2106

Tax return - federal

Trust account

Trust agreement

Trust certificate

Trust documents

Trustees statement

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V

Verification of self-employment

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W

W-2

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