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Mortgage Checklist

 

The following information is usually required during the loan process:

 

  • Pay stub(s) – 1 full month
  • W-2 forms – last 2 years
  • If self employed, your tax returns – last 2 years
    • Complete 1040’s with all schedules
    • Complete 1065’s if in a partnership
    • Complete 1120’s if in a corporation
  • Bank statements – last 3 months (all pages)
  • Assets (stocks, bonds, 401K, IRA, etc.) – last quarterly statement

 

If you currently own Real Estate:

 

  • Mortgage Statements – all open mortgages
  • Home Insurance policy information
  • Home Owners Association information (if applicable)

 

 

 

Please mail the completed application and all needed documentation to:

 

Southland Credit Union

Attn: Real Estate Dept.

200 S. Spring Street

Los Angeles, CA  90012

 

Or email to:

 fyeawary@southlandcu.org

 

dboland@southlandcu.org

tgray@southlandcu.org

tbecerra@southlandcu.org

acortez@southlandcu.org

awright@southlandcu.org

 

 

 

 

 

 

 

 

 

SOUTHLAND CREDIT UNION
10701 Los Alamitos, Los Alamitos, CA  90720
Direct:  (800) 426-1917
info@southlandcu.org
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