Purchase Checklist

Welcome and thank you for doing business with First National Bank Mortgage. This list of needed items will help you complete your loan application in a timely manner. You will need the following:

• Most recent 30 days of pay stubs for each Borrower
• Last 2 years W-2’s or 1099’s for all jobs for each Borrower
• Last 2 years personal income tax returns (including ALL schedules) and any K-1’s listed on Schedule E
• Last 2 years corporate income tax returns (including ALL schedules) if you own 25% or more of the business
• Most recent 2 months bank statements (ALL pages including blank ones) for checking AND savings accounts
• Most recent 2 months investment, brokerage or retirement accounts (ALL pages)
• Copy of executed purchase agreement — Later
• Copy of driver’s license for all Borrowers
• Name, address and phone number of Homeowner’s Insurance Company you prefer to use — Later

If Applicable:

• Copy of divorce decree (ALL pages)
• Copy of Order for Child Support (ALL pages)
• Copy of Bankruptcy Discharge papers