HELOC Loan Documentation

You Will Need Copies Of Each of These Documents:

Social Security Card
Drivers License
90 Days Banks Statements
30 Days Pay Stubs
Last Two Years W-2’S
Last Quarterly Statement for Investment Accounts/401K
Signed Letter of Credit Explanation
Copy of Bankruptcy Papers Including Your Discharge
Personal Tax Returns, All Schedules
Business Tax Returns
Business License
Year to Date P & L Statement For Your Business
12 Months Consecutive Canceled Checks & Current Notarized Payoff if Privately Held Mortgage
Note for Current Mortgage
Deed for Property
Child Support Order
Benefit Award Letter

Some of these items apply only if you are self employed or already have a home loan.


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