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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • One month of current pay stubs
  • W-2s for past two years
  • Federal Tax Returns with all schedules for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months or latest quarter.
  • Life insurance policy
  • Retirement account statements for the past two months or latest quarter.

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
  • For condos documentation for the amount of HOA dues owed.
Maroon Financial Credit Union NMLS #484736
5525 S Ellis Avenue, Chicago, IL  60637
Direct:  (773) 702-7179
Fax:  (773) 702-2903
mortgages@maroonfinancial.org
Copyright © 2017 Maroon Financial Credit Union
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