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Mortgage Checklist

 The following information is usually required during the loan process:

  • Current pay stubs
  • W2’s for the most recent two years
  • Federal tax returns for the most recent two years
  • Self-employed borrowers should provide most recent two years of Corporate Tax Returns, if applicable
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Retirement account statements for the past two months

If you currently own real estate:

  • Your most recent mortgage statement
  • Homeowners insurance policy declarations page(s) showing coverages, premium amount and mortgagee(s)
  • Most recent real estate tax bill
  • Home equity account information (if applicable)
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Martha's Vineyard Bank
P.O. Box 1069, Edgartown, MA  02539
Office:  (508) 627-4266
Fax:  (508) 696-9220
mortgages@mvbank.com
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