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W-2 forms or business tax returns (if self-employed) for the last two to three years for all applicants.
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Pay stubs from the last one or more months for each applicant.
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Two to four months' worth of bank or credit union statements for both checking and savings accounts.
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Personal tax forms from the last two to three years.
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Brokerage account statements for two to four months and a list of other significant assets like boats, RVs, or non-brokerage stocks and bonds.
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The most recent statement for 401(k) or other retirement accounts.
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Documentation for additional income sources, such as child support or pension.
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Credit card details, including account numbers and outstanding balances.
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Information on other installment loans (student loans, car loans, etc.), including lender details, loan numbers, and amounts owed.
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Residential history for the last five to seven years, along with landlord names, if applicable.
