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Mortgage Checklist

The following information is usually required during the loan process:

  • Pay stubs for the past 30 days
  • W-2 forms for the past 2 years
  • If self-employed, all pages of tax returns for the past 2 years
  • All pages of your bank statements for the past 2 months
  • All pages of your investment account statements for the past 2 months
  • All pages of your retirement account statements for the past 2 months
  • Proof of any supplemental income
  • Legible copy of your social security card
  • Legible copy of your driver's license
  • Make and model of vehicles you own and their resale value
  • 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)


City First Mortgage Services
750 South Main Street Suite 104, Bountiful, UT  84010
Office:  (801) 299-1770
Fax:  (801) 299-1769
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