Needs List: The “No Surprises” Checklist

The Beach-Greco Mortgage Team
Our Team. Your Peace of Mind. Advice Matters.

 

Here is a list of the most common items that we will need from you! If you have them handy, you can go ahead and upload them directly to our secure link

https://securetransfer.cmgfi.com/abeachgreco/Transfer

 

If you don’t have access to a scanner and you do have a smartphone, please download a scanner app for your phone.

 

  • Most recent paycheck/LES that shows a YTD on it
  • Two Most recent years of W2, 1099R, K1’s
  • Two Most recent years Tax Return – all pages (if you are more than 25% commission, are self-employed or have rental properties)
  • Most recent bank statements, all pages and all accounts covering the last 60 day period
  • If self-employed, most recent 2 years business tax returns
  • Most recent retirement/401k statement/investment statement
  • Two Most recent months/quarters of retirement income statement, if applicable
  • Most recent SSA Award Letter, if applicable
  • VA Disability Award Statement, if applicable
  • If you have current home(s) and will be retaining them, please send the Homeowners Insurance Declarations page (shows premium and address)
  • Existing Mortgage Statement, HOA statement (Refinance)
  • Closing Disclosure from recent sale of any home or purchase of any land/home
  • Copy of photo ID

 

Other items may be asked for once we review, but this is a good start. Thank you and we look forward to working with you! 😊

 

Please use the secure link for any sensitive documents:

https://securetransfer.cmgfi.com/abeachgreco/Transfer

 

Please contact us if you have any questions.