jeff@jefftisdale.com
425-453-5733
   
 

Items Needed

Not all of the items listed will apply to you...please bring in the ones that do. If you can not get all of the items prior to our appointment please bring in what you can and we can follow up with the remaining items at a later date. I look forward to meeting you.

EMPLOYMENT/INCOME
  • Most recent pay stub/s
  • W2's for the last two years
  • If you are self Employed... Last two years tax returns (all schedules) Year to date profit and loss
  • Corporate returns if applicable*
ASSETS
  • Copies of the last 3 months bank statements
    (i.e. checking and savings...)
  • Copies of the last 3 months investment statements
    (i.e. stocks, mutual funds, IRA, 401k...)
LIABILITIES/DEBTS
  • List of properties owned
    (latest mortgage statements on any properties you own)
  • List of current debts
    (Car loans, credit cards, student loans...)
OTHER
  • Copies of any leases on properties owned and rented
  • Divorce decree and maintenance agreement
  • Bankruptcy papers
  • Copy of purchase and sale (if you have purchased a home)
  • Listing agreement (if your current home is listed for sale)
  • Name and phone number of your Insurance Agent

Print this page