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Mortgage Checklist

The following information is usually required during the loan process:


☐  30 days most recent pay stubs
☐  Bank statements for the past two months
☐  W2s (past two years)
☐  If self employed, 2 years complete tax returns with all schedules
☐  Quarterly investments statement (if liquidation of funds is being used for the down payment)
☐  Social Security award letter or pension statement, if retired

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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