VA Rate Reduction Refinance

•  Photo ID
• Copy of Note **
• Social Security Card
• HUD1 Closing Statement **
• DD214 or Statement of Active Duty
• Most recent mortgage statement
• Homeowners Insurance Policy Statement
• Property Tax Bill

 ** Please refer to copies of loan documents you received when your existing loan closed escrow.

VA Purchase
General Information

• Photo ID
• Social Security Card
• Residence history for the past 2 years
• Employment history for the past 2 years
• DD214 or Statement of Active Duty

Income & Assets

• Pay Stubs - 30 days most recent
• W2/1099 - 2 years most recent
• Complete Tax Returns - 2 years most recent
• Bank statements - checking, savings, & money market (last 2 months)
• Rental Income (if using to qualify will need copies of rental agreements)

Liabilities

• Credit card account information, including balance & monthly payment
• Auto loan account information, including balance & monthly payment
• Personal loan information, including balance & monthly payment

Located home & have accepted offer

• Copy of purchase contract (fully executed)
• Contact information for all parties
• Previous closing statement (if using net proceeds from refinance or prior sale)