Mortgage Checklist

Proof of Income

  • Pay Stubs for last 30 days
  • W2 for last 2 years
  • Tax Returns for last 2 years
  • Social Security & Pension Income
  • Retirement Accounts for last 2 months
  • Dividends
  • Child Support
  • Alimony

 

FOR SELF EMPLOYED ONLY:

  • Year to Date Profit & Loss and Balance Sheets… NOT REQUIRED AT INITIAL SUBMISSION
  • Business Tax Returns for last 2 years

 

Proof of  Assets

  • Bank Statements for last 2 months
  • Security Accounts ( stocks,bonds,life insurance)
  • Current Copy of any mortgages

 

Property Verification

  • Fully Executed Copy of Purchase Agreement

 

Other

  • Social Security Numbers
  • T1 and T4 for Canadian Citizens
  • Homeowners Insurance Policy Information
  • Home Equity Account Information
  • Divorce Settlement Papers