181 Old Post Road
Southport, CT 06890
203.254.8422
679 Old Post Road
Darien, CT 06820
203.655.0477
152 Simsbury Road
Avon, CT 06001
860.676.8476
Property:
• A photocopy of the Binder or Contract of Sale Agreement, signed by all parties (including all addendums).
• A photocopy of the warranty deed if refinancing.
Employment and Income
:
• Photocopies of paystubs for the most recent 30 day period,
and most recent two years W-2 forms.
• Applicants who are paid by commission should provide their two most recent tax returns signed and dated in ink. (Form 1040).
• Self employed applicants should provide their two most recent years tax returns including all schedules. Provide Partnership and
• Corporate tax returns, if applicable. In addition a year to date profit and loss statement and balance sheet (less than 90 days old).
Assets:
• Photocopies of three most recent bank statements (all pages) showing account name, address, account numbers and balance of checking and savings accounts.
• For stocks, bonds and investment accounts: a photocopy of Broker's Statement (covering a three month period - or most recent three months statements).
• Gift Letter and verification of donor's funds from relative. There must be proof of donor's ability to give the gift (i.e. bank statement or canceled check).
Liabilities:
• For current mortgages or rental obligations: 12 months canceled checks (front and back).
• Explanations for any known delinquent credit.
• Copy of Divorce Decree to verify alimony or child support obligations.
• Photocopy of most recent:
• Auto Loan Payment Coupon
• School Loan Payment Coupon
• Credit Card Bills with outstanding balances
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