Lucullan - Loan Application

Loan Application Checklist

Social Security number and driver's license for each borrowerHome addresses for the last two yearsDivorce decree and separation agreements, if applicableTrust agreement, if applicable

Most recent pay stubsDocumentation on any supplemental income such as bonuses or commissionsNames, addresses, and phone numbers of all employers for last two yearsW-2s for last two yearsIf you are self-employed or earn income from commissioned sales, copies of last two years of tax returns with all schedules and year-to-date profit and loss for current year, signed by an accountantDocumentation of alimony or child support, if this income is considered for the loan

Names, addresses, phone numbers, and account numbers of all mortgage lenders for the last seven yearsCopies of leases and two years of tax returns for any rental propertyNames, addresses, and phone numbers of all employers for last two yearsMarket value estimate

Complete names, addresses, phone numbers, and account numbers for all bank, credit union, 401K, and investment accountCopies of the last three month's statements for all bank accountsCopies of any notes receivableValue of other assets such as auto, households goods, and collectiblesCash value of life insurance policiesVested interest in retirement funds or IRAs

Names, account numbers, balances, and current monthly payment amounts for all revolving charge cardsNames, addresses, phone numbers, and account numbers for all installment debt and approximate balances and monthly payments for such items as mortgages, home equity loans, and auto loansAlimony or child support paymentsNames, addresses, phone numbers, and account numbers of accounts recently paid off, if used to establish credit

Loan Application Checklist

Credit Report

Property Information

Personal Information

Income

Real Estate Owned

Liquid Assets

Liabilities

Homeowner Signature: