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The following information is usually required during the loan process: - Pay stub(s) - 1 full month
- W-2 forms - last 2 years
- If self employed, your tax returns - last two years
- Bank statements - last 3 months (all pages)
- Assets (stocks, bonds, 401k, IRA, etc.) - last quarterly statement
- Copy of driver's license
- Copy of social security card
If you currently own Real Estate: - Mortgage statements - all open mortgages
- Home insurance policy information
- Home Owners Association information (if applicable)
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Primary Partners Financial
4041 MacArthur Blvd., Suite 230,
Newport Beach,
CA
92660
Toll Free: (800) 963-9638
Office: (949) 296-2500 Fax: (949) 296-2501 Info@Primary-Partners.com
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