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Refinance Checklist

The following information is usually required during the loan process:

  • Copy of your Drivers License(s)
  • Copy of your Social Security card(s)
  • 30-45 days of Current pay stubs 
  • Federal income tax returns for the past two years (all pages & all schedules)
  • W2(s) / 1099(s) / K1(s) for the past two years
  • Bank statements for the past two months (all pages)
  • Investment account statements for the past two months (all pages, if applicable)
  • Retirement account statements for the past two months (all pages, if applicable)
  • Pension benefits letter(s) (if applicable) 
  • Social Security award letter(s) (if applicable) 
  • Credit card information to order credit report & appraisal

If you currently own Real Estate:

  • Mortgage account statement(s)
  • Home owners insurance declaration page(s) or Agents contact information
  • Home Owners Association statement(s) (if applicable) 
  • Home equity account statement(s) (if applicable)

Call AZ Financial, LLC at 480-787-5777

AZ Financial, LLC NMLS #1484811 MB #0935963 NMLS #233228
4500 S. Lakeshore Drive, Suite 328, Tempe, AZ  85282
Office:  (480) 787-5777
Fax:  (480) 269-9099
Cell:  (480) 738-8388
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