Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number and copy of current photo identification
  • Current pay stubs or, if self employed, your tax returns for the past two years - all pages 
  • Most recent w'2 forms for 2 years
  • Bank statements for the past two months - all pages
  • Investment account statements for the past two months - all pages
  • Life insurance policy
  • Retirement account statements for the past two months - all pages
  • Make and model of vehicles you own and their resale value
  • Credit card account information
  • Auto loan account information
  • Personal loan account information
  • Names, addresses and telephone numbers of landlords for past 2 years

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Allstate Financial
One Forestwood Drive, Pittsburgh, PA  15237
Office:  (412) 369-9500
allstate@allstatefinancial.ws
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