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Mortgage Checklist

The following information is usually required during the loan process:

  • • Your Social Security number
  • • Current pay stubs (covering full month) or, if self employed, your tax returns for the past two years
  • • Bank statements for the past two months
  • • Investment account statements for the past two months
  • • Life insurance policy
  • • Retirement account statements for the past two months
  • • Make and model of vehicles you own and their resale value
  • • Credit card account information
  • • Auto loan account information
  • • Personal loan account information

If you currently own Real Estate:

  • • Mortgage account information
  • • Home insurance policy information
  • • Home equity account information (if applicable)
UNCLE CREDIT UNION NMLS #1078365
2100 Las Positas Ct, Livermore, CA  94551
Toll Free:  (800) 348-6253
mortgage@unclecu.org
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