Home Loan Checklist

Father and son on scooter walking in neighborhood

Your home loan checklist

The following information is usually required during the 1st mortgage loan process:

  1. Your Social Security number and Date of Birth
  2. Last two years of residential and employment history (First time home buyers should include landlord information)
  3. Pay stubs covering the last 30 days
  4. All pages of the last two years of W2's and/or last two years of federal tax returns
  5. All pages of the last two months of bank statements
  6. All pages of the last two months of investment account statements
  7. All pages of the most current retirement account statement

While this is the minimum checklist of required documents, your situation might require additional information. Regardless, our goal is to get you the loan in the fastest and easiest manner possible. Use the "Start Now" button on the right hand side bar, call or come into a WPCCU branch nearest you.