Applying for a mortgage always goes smoother when you have all the required documentation prepared and ready. Use our mortgage application checklist to ensure your approval and/or loan is processed as quickly as possible. Customize Your ScenarioAnswer the following three questions to help customize the checklist to your specific scenario.Are you self-employed?YesNoDo you receive Social Security or disability payments?YesNoDo you receive regular payments from a pension?YesNo General Information Full legal name Address of current primary residence Social Security number Applicant Income Documentation W-2s (last 2 years) Federal income tax returns (last 2 years) Pay stub from last 30 days (if not self-employed) Name, address, employment dates and gross monthly income (last 2 years) Self-Employment Income DocumentationIf you're self-employed, here are the other financial documents which are typically required. Year-to-date profit and loss statement Balance sheet prepared and signed by an accountant and you Signed business tax returns for last two reporting years Signed personal tax returns for last two reporting years Social Security & Disability Payments Copy of the award letter Recent check stub or copy of bank statement Pension Income Recent check stub Document showing the duration of the payments Would you like a PDF copy?* Yes, please email me a printable PDF copy Email* This iframe contains the logic required to handle Ajax powered Gravity Forms.