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The following information is usually required during the loan process: - Your Social Security number
- Current pay stubs and past two years W-2 forms or, if self employed, your personal and business tax returns for the past two years
- Bank statements for the past three months
- Investment account statements for the past three months
- 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)
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