Required Documents for Mortgages

Required Documents for Mortgage Pre-Approval

When you are ready to apply to get pre-approved for your mortgage financing, please have as many of the following items available as possible.

  1. The last 2 months of bank statements showing the source of down payment.
  2. W-2 form for the previous year and a recent paycheck stub(s) (covering a 30 day pay period) reflecting year to date earnings.
  3. If self-employed, borrowers must provide complete tax returns with all appropriate schedules for the previous two years along with year-to-date profit and loss.

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If the property being purchased is a condominium, you will need to discuss whether or not the condominium project is approved or can be approved by the Credit Union before applying.


If you’re refinancing an existing mortgage, please also bring your most recent mortgage loan statement, your most recent Homeowner’s Insurance Policy, and real estate tax bill.

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