Thank you for coming to All California Mortgage to start your loan process. You may wish to print this list for easy reference as you gather your documentation.
___ Previous two years complete Federal tax returns (1040’s)*
___ Previous two years W-2’s and/or K-1’s along with Pay Stubs covering the most recent 30 day period if applicable
___ If retired, please provide award letter for retirement, pension, or social security income.
___ Signed current Year-to-Date Profit and Loss Statement (if self-employed)
___ If presently renting, your landlord(s) name, address and phone number to verify your rental history
for the past two years
___ Two months most recent statements for all asset accounts (i.e. checking, savings, stocks, retirement etc.)
Please send ALL PAGES even if blank.
___ Copy of a California photo ID, passport, or other government-issued document, including country of issuance, date of
birth, showing a photograph. If providing a Resident Alien card, please provide legible copy of the front and back
___ Copy of Homeowners Insurance Declaration page for all properties owned if applicable
___ Copy of your most recent mortgage statement for all properties owned if applicable
___ Copy of the Promissory Note on any Equity Line (if keeping open) and copy of recent billing statement
* If you have an interest in a Partnership or Corporation please provide K-1's for the previous two years;
if your interest is 25% or greater please provide the corresponding partnership or corporate tax returns