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Refinance Checklist
If you are refinancing your current home loan, you'll need the following information:
Your social security number(s)
Current pay stubs
W-2s for the past two years
Two years of tax returns if you are self-employed
Bank statement for the past two months
Investment account statements for the past two months including 401(k)s, IRAs, stocks, bonds, and mutual funds
Home loan account information
Home insurance policy information
Home equity account information (if applicable)
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