Mortgage Checklist

Information Security Mortgage Needs

• Your Social Security number (card)
• Two current pay stubs within the last 30 days
• Two most recent years' W-2s (or, if self-employed, your tax returns from the past two years)
• Bank statements for the past two months (if you're already an SSB customer, we can get these for you)
• Investment account statements for the past two months
• Retirement account statements for the past two months