Identity and residence
- Government-issued identification
- Current residential address and housing history
- Social Security number provided only through an approved secure process
Income and employment
- Recent pay stubs
- W-2 forms
- Federal tax returns when requested
- Employment contact information
- Additional documentation for bonuses, overtime, commissions, or other income
Assets and funds
- Recent bank statements
- Investment or retirement statements when used
- Documentation for large deposits or transferred funds
- Gift-fund documentation when applicable
Debts and obligations
- Information about installment loans, student loans, child support, alimony, or other obligations
- Mortgage statements and insurance for other properties
Property and transaction
- Purchase contract after an offer is accepted
- Homeowners insurance contact or quote
- Earnest money documentation
- Additional property or association information when requested
Do not email Social Security numbers, unencrypted financial documents, or other sensitive information unless you are using an approved secure system.