These are the list of documents required for a new property purchase or for property refinance:
For Purchases:
- Two (2) most recent pay check stubs
- W-2 for the last two years
- If self-employed need tax returns for last two years (all pages) and profit and loss statement for the current year
- Last three month bank statements for both, checking and saving accounts (copies of all pages)
- Most recent statement of 401-k, 403B, IRA or other retirement plans
- Copy of sales contract including all addendum
- Copy of Earnest Money Deposit Check (front and Back)
- Listing and selling agent telephone and fax numbers
- Closing attorney or title company who will handle the closing for both parties (buyers and sellers)
- Copy of lease agreement on rental properties (if applicable)
- $350.00 check for appraisal fee payable to Nationwide Financial Services Group, Inc.
For Refinance:
- Two (2) most recent pay check stubs
- W-2 for the last two years
- If self-employed need tax returns for last two years (all pages) and profit and loss statement for the current year
- Last three month bank statements for both, checking and saving accounts (copies of all pages)
- Most recent statement of 401-k, 403B, IRA or other retirement plans
- Last Mortgage statement received from mortgage company
- Declaration Page of Homeowner insurance and agent information
- Deed
- Title insurance
- Survey
- $350.00 check for appraisal fee payable to Nationwide Financial Services Group, Inc.
Documents for downloading: