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Mortgage Checklist

If you would like to expedite the loan application process, you may bring copies of the following documents, however, they are not required in order to obtain a Loan Estimate.

  • Two Forms of Identification - One must be a photo ID such as a Drivers License, State ID or Passport.  The secondary form of ID includes Voter Registration Card, FOID Card, Social Security Card or a Utility Bill
  • Your Three Most Recent Paycheck Stubs
  • Your Most Recent Two Years of Personal Tax Returns
  • Your W-2's for the Most Recent Two Years
  • Bank statements for the past two months
  • Investment account statements for the past two months - if applicable
  • Most Recent Retirement Account Statement(s) If applicable
  • Purchase Transactions - a legible copy of the Real Estate Sales Contract
  • Refinance Transactions - Current Mortgage Statement, Home insurance policy information and Home equity account information - if applicable
  • VA Loan Applications - a copy of your DD-214 Form or Certificate of Eligibility

This list does not cover all situations and it is possible additional information may be required. 

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North Shore Trust and Savings - NMLS #438265
3060 Sand Lake Road, Lindenhurst, IL  60046
Direct:  (847) 599-7440
Office:  (847) 245-3700
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