Documents Needed For A Loan

Loan Worksheet & Needs List

For all types of employment

  • One full month of current pay stubs for each job.
  • Past two (2) years W-2 statements from each employer
  • Past two (2) years of Federal Tax Returns - including all schedules.
  • Past two (2) years of 1099s for Social Security, Pensions, IRA Distributions, etc. (If applicable)
  • Past two (2) years of K1s from each Partnership and S-Corp. (If applicable)
  • If you own 25% or more of any of those Partnerships or Corporations, please provide the last two (2) years of Federal Tax Returns (Forms 1065 or 1120) along with a YTD P&L statement.

Other documents needed

  • Copy of the Purchase Agreement. (If applicable)
  • Two (2) months of bank statements. Please make sure to include all pages.
  • Legible copy of your government issued ID.
  • Copy of your full Trust Agreement. (If your property is or will be in a trust)
  • Copies of Mortgage, Property Tax, Insurance, and Homeowner Association statements for all properties that you own.

Please remember that lenders look at your financial picture “once in 30 years” so a thorough review is required. Please know that we will do our best to keep the paperwork required to a minimum but there are times when one piece of paper may lead to additional documentation. Your understanding is greatly appreciated.

Realtors Choice for
"Affiliate of the Year"

First Hawaiian Mortgage
Serving All of Maui and Hawaii's Mortgage Needs for Over 34 Years
A dba of HighTech Lending Inc.
Fran Peart Mitsumura
MLO# 280142
First Hawaiian Mortgage
910 Honoapiilani Hwy, Suite 2
Lahaina, HI 96761
Phone: (808) 661-8886
Fax: (808) 661-8099
E-Fax: (954) 206-4847
Toll Free: (800) 599-MAUI (6284)


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