Refinance Checklist

When you refinance, certain documents and information will help the process move forward more quickly. Below are listed some of the more common documents needed to refinance. The more information you have on-hand, the faster your refinancing will go.

 

You are likely to need Employment Information

  • Most recent 2 pay stubs
  • W-2 forms—past 2 years’ (copies)
  • Income tax return may be needed especially if self-employed—past 2 years’ (copies)

Assets & Obligations Information

  • Checking, savings, or stock accounts; 401K information; for the past 2 months and all pages

Insurance Information

  • Homeowners insurance (copy, especially of the declarations page)
  • Proof of title insurance
 
 

Additional Refinance Information

Home Refinance