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Mortgage Checklist


The following information or documentation is usually required during the loan process.

  • Your Social Security number
  • Current pay stubs and past two years W-2s, or if self employed, past two years of Personal & Business Federal Tax returns
  • Bank statements for past two months
  • Investment account statements for past two months
  • Retirement account statements for past two months
  • Credit card account information
  • Auto loan account information
  • Personal loan account information
  • If the subject property is a condominium, completed condominium affidavit and current budget
  • Mortgage Account information
  • Home Equity Account information (if applicable)
  • Home Insurance Policy information
  • Copy of recorded deed and/or original owner's certificate of title
  • Copy of most recent Real Estate tax bill


Sharon Credit Union
30 Pond Street, Sharon, MA  02067
Toll Free:  (877) 661-3300
Fax:  (781) 784-0814
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