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Mortgage Checklist

The following information is usually required during the loan process:

  • Your Social Security number
  • Current pay stubs or, if self employed, your tax returns for the past two years
  • W-2's for the past two years
  • Bank statements for the past two months
  • Investment account statements for the past two months
  • Life insurance policy
  • Retirement account statements for the past two months
  • Credit card account information
  • Auto loan account information
  • Personal loan account information

If you currently own Real Estate:

  • Mortgage account information
  • Home insurance policy information
  • Home equity account information (if applicable)
South Story Bank and Trust NMLS #583380
905 N. US Highway 69, Huxley, IA  50124
Direct:  (515) 597-2992
Direct:  (515) 268-9535
mortgageinquiry@southstorybank.com
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