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Mortgage Checklist

The following information is usually required during the loan process:

Your Social Security Number
Current pay stubs or, if self employed, your tax returns for the past two years
Bank statements for the past two months
Investment account statements for the past two months
Life insurance policy
Retirement account statements for the past two months
Make and model of vehicles you own and their resale value
Credit card account information
Auto loan account information
Personal loan account information

If you currently own Real Estate:

Mortgage account information
Home insurance policy information
Home equity account information (if applicable)

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NMLS  #1470924     |     FAIR LENDER     |     FAIR HOUSING   |     NCUA

  

 

All savings at Sperry Associates FCU are federally insured up to $250,000 and is backed by the National Credit Union Administration (NCUA), a U.S. government agency, and the National Credit Union Share Insurance Fund (NCUSIF). Sperry is an Equal Housing Lender, and does not discriminate against any potential and/or current member/borrower on the basis of that individual’s race, origin, gender identity, or sexual orientation.

2400 Jericho Turnpike • Garden City Park, NY 11040

516-873-7171 Extension 2021    |     Mortgages@SperryFCU.org

 

 

NMLS  #1470924     |     FAIR LENDER     |     FAIR HOUSING   |     NCUA

  

 

All savings at Sperry Associates FCU are federally insured up to $250,000 and is backed by the National Credit Union Administration (NCUA), a U.S. government agency, and the National Credit Union Share Insurance Fund (NCUSIF). Sperry is an Equal Housing Lender, and does not discriminate against any potential and/or current member/borrower on the basis of that individual’s race, origin, gender identity, or sexual orientation.