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.