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Mortgage Checklist

Enjoy a smoother and faster closing by gathering your paperwork in advance.

Here is list of documents you and your co-borrowers may need in order to complete your mortgage application. Having these documents readily available at the time you apply can save days off your approval time and help you reach your closing more quickly!

  • Your Social Security Number
  • Two most recent paystubs
  • Bank statements for the past two months
  • Your Federal Tax Returns for the past two years, including all schedules
  • Investment and retirement account statements for the past two months
  • List of all your assets and liabilities

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
Trustco Bank
6 Metro Park Rd., Albany, NY  12205
Office:  (518) 377-3311
Copyright © 2018 Trustco Bank, All Rights Reserved
Equal Housing Lender Member FDIC
NMLS Identifier 474376
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