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 month’s pay stubs (originals)
  • W-2 forms—past 2 years’ (copies)
  • Income tax return information, especially if self-employed—past 2 years’ (copies)

Assets & Obligations Information

  • Checking, savings, or stock accounts; 401K information; etc. (copies)
  • Current credit score and reports
  • Debt data such as credit card or current mortgage information

Insurance Information

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

Additional Refinance Information

Home Refinance

America Trust Funding

11820 Parklawn Dr, Ste 140
Rockville, Maryland 20852
Phone: 301-881-5555
Fax: 301-881-5575
Email: hsouza@americatrustfunding.com

CO Licensed # 100025695 under Department of Regulatory Agencies
VA Licensed # MC-4759 -
VA State Corporation Commission Bureau of Financial Institutions.
MD License # DLLR-14046
District of Columbia #MLB -5910 Department of Insurance and Securtiy Banking Bureau

NMLS ID # 1522 (www.nmlsconsumeraccess.org)