• Checklist

    Thank you for choosing International Bankers Financial Group. We appreciate your business!

    Please take a few moments to review this checklist. When you come to meet with me, please bring all the applicable documents.

    Employee Income

    • Copies of your 2 most recent pay stubs totaling 1 month.
    • Copy of your Federal tax returns with all schedules for the last 2 years
    • Copy of W2’s for the last 2 years (3 years if first time homebuyer)

    Self Employed Income

    • Copy of Federal tax returns with all schedules for the last 2 years
    • Year-to-date profit and loss statement for the business & personal
    • Incorporated: Copy of corporate tax returns for the last 2 years
    • Limited Partner: Copy of K-1 filings for the last 2 years
    • General Partner: Copy of 1065’s and K-1 filings for the last 2 years 


    • Statement of service (If currently active duty)
    • Authorization to live off base (DD-1747) (If currently active duty)
    • Certificate of Eligibility (Residential Mortgage can order)
    • DD-214


    • Copy of bank statements for each bank and each account for the last 3 months
    • Copy of the last 3 months statement for all IRA, stock, bond, retirement or other

    investment accounts

    Miscellaneous Other Documentation

    • Copy of lease agreement for any rental property
    • Landlord information for past 12 months (3 years if 1st time home buyer)
    • Copy of student loan deferment letter/agreement
    • Final divorce decree (if applicable)
    • Copy of Drivers License, Passport or other Photo ID (Need 2)


    By providing me with the required items indicated. This will assist me in determining the best loan program available for you. I look forward to meeting you, and working together to get you the best home loan. If you have any questions, or concerns, please call me at your earliest convenience.