Mary Carlin Real Estate Team

Almost everyone will need these items:

  • Employer information for the last 2 years including employer name(s), address(es), phone numbers

  • Your home address for the last 2 years

  • W-2 forms for all jobs in the last 2 years

  • Most recent 30 days of pay stubs, including year-to-date earnings

  • Signed personal tax returns for the last 2 years with all schedules

  • Most recent 2 months bank statements for all accounts – all pages

  • Most recent financial statements for any stocks, bonds, mutual funds, IRAs, 401(k)s, etc.

  • Picture identification (driver’s license, state ID, etc.)

Some will need these items, too:

  • Fully executed copy of sales contract with all riders and attorney information

  • Gift letter, fully executed

  • Divorce decree

  • Bankruptcy discharge papers

  • For property owners: address, current market value, recent mortgage statement, homeowners insurance declarations page, property tax bill, lease

  • For self-employed: Corporate tax returns and partnership returns for the last 2 years; plus year-to-date profit-and-loss statement

  • For non-U.S. citizens: resident alien card or U.S. visa