Required Information and Loan Application Forms
1. FINANCIAL INFORMATION NEEDED
- Valid driver's license
- Most recent bank and brokerage statement for assets (including retirement assets), plus:
- Two years federal tax returns
- Recent paystubs for the past 30 days.
- Three years federal tax returns
- Most recent company profit and loss statement and balance sheet
- K-1s and federal general partnership tax returns
- Operating Agreement and LLC-1, Articles of Incorporation.
- Three years federal corporate tax returns
- Most recent profit and loss statement and balance sheet
Purchasing your property:
- Purchase agreement
- Name and phone number of insurance agent
- Copy of insurance policy
- Agent's name, phone number and policy number
3. LOAN APPLICATION
Please contact your banker to request a link to our online loan application and/or PDF copies of the required forms.
4. ADDITIONAL FORMS THAT MAY BE REQUIRED
Please use this addendum if you have additional real estate owned:
- Trust documentation, if assets are held in the name of a trust.