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Equal Housing
Mortgage Checklist

The following information is usually required during the loan process for a purchase:

  • Your Social Security number
  • Copy of your Driver/State ID or Passport
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • W2's for the past two years
  • Bank statements for the past two months
  • Investment/Retirement account statements for the past two months
  • Copy of the purchase sales contract
  • Proof/copy of any applicable down payment used

If you currently own Real Estate and want to refinance:

  • Your Social Security number
  • Mortgage/Home Equity account information
  • Copy of each borrowers Driver/State ID or Passport
  • Home insurance policy information
  • All applicable monthly statements for accounts to be paid at settlement
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • W2's for the past two years
  • Bank statements for the past two months
Telhio Credit Union
96 N. 4th Street, Columbus, OH  43215
Direct:  (614) 221-3233
Toll Free:  (877) 221-3233
telhiosubmissions@telhio.org
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