Personal Banking
Mortgage Application Checklist
Here is the information (for all applicants) you'll need to apply for a mortgage loan:
- Home address(es) for the past two years.
- Social Security number(s)
- Employer name, address, phone number. (Include information for the past 2 years.)
- Income information including salary, wages, overtime, bonuses, commissions, dividends, interest, retirement, and any other source of outgoing income. (Alimony, child support, and separation maintenance income do not need to be revealed if you do not want to have it considered as a basis for repaying this obligation.)
- Liquid assets including bank name, account type, balance, and source of down payment.
- Other assets including the value of bonds, stocks, life insurance, retirement funds, jewelry, vehicles, etc.
- Liabilities including creditor names and outstanding balances for all debts including notes payable, 401(k) loans, life insurance loans, stock pledges, alimony, child support, co-signed loans, credit union loans, and other pliabilities.

