Information Security Mortgage Needs
- Your Social Security number (card)
- Two current pay stubs within the last 30 days
- Two most recent years' W-2s (or, if self-employed, your tax returns from the past two years)
- Bank statements for the past two months (if you're already an SSB customer, we can get these for you)
- Investment account statements for the past two months
- Retirement account statements for the past two months
If you currently own real estate, you will also need:
- Mortgage account information
- Home insurance policy information
- Property tax information
- Home equity account information (if applicable)