Use our checklist to help you organize your information before you get started Refinance application checklist

Use our checklist to help you organize your information before you get started Refinance application checklist

Use our checklist to help you organize your information before you get started Refinance application checklist

Your current mortgage information including copy of mortgage statement

Your homeowners insurance policy and billing information

Your property tax bill

Social Security Numbers for yourself and any co-borrowers

A list of all of your recurring monthly expenses (car payments, credit cards, etc.)

A list of your employers and their contact information for the past two years

Copies of paystubs and other sources of income for yourself and any co-borrowers (child support, alimony, home-based employment)

Copies of tax returns and W-2s for the past two years

Copies of complete most-recent bank statements for savings, checking and retirement accounts

Copy of divorce decree or separation agreement, if applicable

Copy of year-to-date profit and loss statement, if self-employed

Letter explaining any discrepancies or disputes with credit history