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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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NMLS #137767     |    NMLS Consumer Access

 

1455 West Hubbard Street, Suite 200
Chicago, IL 60642 

 

Phone: 312.642.7979   | Fax: 312.642.9077   
  info@cfsmortgage.com

NMLS #137767     |    NMLS Consumer Access