Step 3: Important Documents

Before you contact a participating lender, it will be important that you have the following information to provide the lender of your choice:

  • Pay stubs for the past three months and proof of any other income;
  • Tax returns for the past three years;
  • W-2 forms for the past three years;
  • Recent bank statements for all your accounts; and
  • If applicable, complete rental histories since your last tax return.
  • When working with your participating lender, please familiarize yourself with recapture tax provisions or click here for additional information.

Please continue to Step 4.