Standard required documents

We know collecting loan documents can be a daunting task. To simplify your home loan process, here is a list of documents TruWest will be requesting to complete your mortgage:

Standard required documents:

Employment & Income:

  • Paystubs covering the last 30 days
  • 2 most recent years W-2s/1099s
  • Most recent 2 months bank statements (all financial institutions)
  • Social Security Award letter (if applicable)
  • Retirement/Pension award letter (if applicable)
  • Most recent quarterly Retirement/Pension statement (if applicable)

Will you be purchasing a home or refinancing your existing mortgage?

For purchases:

  • Copy of all pages of the purchase contract, including real estate agent name and phone number

For refinances:

  • Homeowner’s insurance declaration page or name and phone number of insurance agent

Additional documentation may be needed. Your mortgage loan officer will provide you a complete list of additional documentation required to complete your mortgage.