Social security number(s), date(s) of birth, total years of school attended, number of dependents (if applicable) and ages.
Residence address(es) for the past 2 years.
Employment address(es) for the past 2 years, position(s) or title(s), work phone number(s), number of years with current (and previous if applicable) employer(s) for the past 2 years, total years employed in line of work/profession.
Breakdown of all sources of income you wish to use (gross income i.e. before taxes).
Regarding assets: name of banks/credit unions/institutions, types of accounts (checking, savings, money market, CD, non-retirement investment, retirement accounts) and approximate balances as of most recent statements received.
Regarding debts (if applicable): name(s) of creditor(s), monthly minimum payment(s), and approximate balance(s) for any mortgage(s), any auto loan(s) or other installment debt(s), and any credit card(s) (estimated figures are acceptable at this stage since credit report will confirm exact numbers), monthly rental payment (if currently leasing), monthly alimony/child support payment(s) and recipient name(s) (if applicable)
Regarding other real estate owned (if applicable): full address(es) with zip code(s), present estimated market value(s), current mortgage balance(s), current monthly mortgage payment(s), current monthly real estate tax(es) and hazard insurance if not escrowed/included with monthly mortgage payment(s) or if home(s) owned free and clear, current monthly rental income(s) (if applicable).
If purchasing real estate: full property address with zip code, sales price, down payment amount, earnest money deposit amount, anticipated closing date, closing cost assistance from seller toward buyer's settlement costs (if applicable).
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