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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)

Depending upon your individual situation, you may be asked to provide additional items throughout the process

Heritage Credit Union Mortgage Team
1212 Huxley Street, Madison, WI  53704
Toll Free:  (888) 432-8496
Direct:  (608) 268-5090 Ext. 2156
mortgages_help@heritagecu.org
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