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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security Number
  • Driver's License
  • Current pay stubs, last 30 days
  • Your tax returns for the past two years, with W2's
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months
  • Self Employed:  previous two year's and year-to-date Profit and loss statements
  • Self Employed:  balance sheet for most recent quarter

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
LEGACY BANK
7555 W. 21st St. N., Wichita, KS  67205
Direct:  (316) 260-3755
Toll Free:  (316) 866-1170
homeloans@legacy-bank.com
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