FHA Loan Checklist

When you're applying for an FHA loan the following list of documents will help expedite the process. We can help you understand any part of the FHA loan process so don't hesitate to contact us with any questions.

Employment Info

  • Past two years completed tax returns.
  • Past two years W-2's, 1099's and any other necessary tax forms.
  • One month worth of newest pay stubs.
  • Self-employed will need three years tax returns and YTD Profit & Loss Statement.

Savings Info

  • Past three months full bank statements for all accounts.
  • Any recent statements from investment accounts (retirement, 410k, mutual funds, etc.).

Personal Info

  • Driver's License or other official State identification.
  • Social Security Card.
  • Any Divorce, Palimony, Alimony Documents.
  • Green card or work-permit (if applicable).

Sage Financial Services

Phone: 650-618-3622 | Fax: 650-618-3698 | 750 Menlo Ave, Suite 360, Menlo Park, California 94025

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