Purchasing a Home?

Here's a handy checklist of documents and information you'll be asked to provide to your Sunward loan officer (as applicable). After submitting your application, you will receive a personalized checklist of required documents.

Most recent pay stubs, covering 30 days of earnings
W-2s and/or 1099R from most recent two years
Two months' most recent bank statements, excluding Sunward accounts
Purchase agreement, completed and signed by all parties
Homeowners insurance agent contact information
Title company's escrow officer contact information

IF YOU HAVE PENSION OR SOCIAL SECURITY INCOME

Letter of benefits from the Social Security Administration
Pension award letter or any pay stub from a retirement company
1099R(s) from most recent two years

IF YOU ARE SELF-EMPLOYED OR HAVE COMMISSION INCOME

Two years of federal income tax returns for both individual and business, with all schedules
Year-to-date profit and loss statement, signed and dated

ADDITIONAL DOCUMENTS MAY INCLUDE

Trust agreement
Divorce decree
Child support statement
Marital settlement statement
For rental property income, last two years of tax returns, with all schedules and a current lease agreement

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Purchasing a Home?

IF YOU HAVE PENSION OR SOCIAL SECURITY INCOME

IF YOU ARE SELF-EMPLOYED OR HAVE COMMISSION INCOME

ADDITIONAL DOCUMENTS MAY INCLUDE

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