Mortgage Application Checklist

Purchase Contract and Property Information
Copy of sales contract and addenda
Property mailing address
Who to contact for access
Plans and specifications if new construction

Personal Information

Social Security number
Current address and phone number
Addresses for past seven years
Age
Number and ages of dependents
Marital status
Years of education
Current housing expense (rent or mortgage)
Name/Address of landlord/mortgage company for the last two years

Employment History/Income
Two years of employment history
Recent pay stubs
Last two years W-2 Forms
Written explanation of employment gaps
Verification of dividends and interest received
Proof of other income
If self-employed, last two years Tax Returns

Assets
Last two months bank statements
Names, addresses, account numbers for checking, savings and MoneyMarket accounts
Vested retirement funds
Value of life insurance
Value of stocks, bonds, mutual funds and other investments
Information on automobiles
Information on real estate
Value of jewelry and personal property

Liabilities

List of all loans, credit cards and other debts
Written explanation of any credit problems
Written details of any judgements or bankruptcy within last seven years

Be Prepared to Pay Fees
Credit report and appraisal fee (usually $500 or less)

Information provided is subject to change without notice. Colonial Savings shall not be responsible for any loss or damages from the information provided.
Dollar amounts are in United States currency.

© Copyright 1997-2000 Colonial Savings, F. A.
All Rights Reserved.
We do business in accordance with
Federal Fair Lending laws

Privacy Policy Terms of use

www.ColonialSavings.com

Best view: 640x480x256, Netscape Communicator 4.x, Microsoft Internet Explorer 4.x or above with Javascript enabled.

The Coveted 5-Star Rating

MSB 397 build 5.0.00