Mortgage Checklist

 

 

  • Your Social Security number
  • Current pay stubs  & most recent 2 years W-2's
  • Your personal and business tax returns for the past two years
  • Bank statements for the past three months
  • Investment account statements for the past three months
  • Life insurance policy
  • Retirement account statements for the past three months
  • Make and model of vehicles you own and their resale value
  • Credit card account information
  • Auto loan account information
  • Personal loan account information

 

 

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)

 

If you currently own Real Estate:

 

The following information is usually required during the loan process:

SouthWest Community Credit Union
162 N 400 East A101, St. George, UT  84770
Toll Free:  (800) 371-2693
Fax:  (435) 688-9099
myrna.stout@southwestfederal.com
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