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What You May Need to Apply for a Loan

Are you ready to talk to someone about a loan?

To better help guide you through your lending experience, here are some commonly requested documents you may need to have on hand when you make that call or apply online:

  • Personal financial statement
  • Personal tax returns for the last two years
  • Pay stub for the last 30-day period
  • W-2 forms for the last two years
  • All schedules, 1099s, and K-1 from partnerships/corporations
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Copy of your driver's license
  • Executed purchase contract, if applicable

Depending on your loan type, document requirements may vary.